PIMG

Patriot Investment Management Group Portfolio holdings

AUM $1.53B
1-Year Est. Return 11.54%
This Quarter Est. Return
1 Year Est. Return
+11.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$791M
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$1.89M
3
+$1.41M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.22M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.18M

Top Sells

1
+$2.82M
2
+$758K
3
+$710K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$681K
5
IAU icon
iShares Gold Trust
IAU
+$355K

Sector Composition

1 Technology 2.45%
2 Healthcare 1.58%
3 Financials 1.19%
4 Consumer Discretionary 1.04%
5 Industrials 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$311K 0.04%
11,015
+1,560
177
$310K 0.04%
1,771
+215
178
$309K 0.04%
18,572
+553
179
$309K 0.04%
1,821
180
$306K 0.04%
10,561
+865
181
$306K 0.04%
4,953
+293
182
$300K 0.04%
4,149
+779
183
$299K 0.04%
4,270
184
$296K 0.04%
18,145
185
$295K 0.04%
8,739
+1,639
186
$292K 0.04%
6,565
-225
187
$283K 0.04%
5,459
+287
188
$283K 0.04%
932
+1
189
$274K 0.03%
4,921
-458
190
$266K 0.03%
1,033
191
$260K 0.03%
2,191
192
$254K 0.03%
14,002
+1,821
193
$253K 0.03%
1,693
-50
194
$251K 0.03%
+8,380
195
$251K 0.03%
+2,775
196
$246K 0.03%
4,894
197
$239K 0.03%
6,010
-1,175
198
$229K 0.03%
+8,181
199
$229K 0.03%
+3,032
200
$225K 0.03%
+5,782
6 7
8
9 10