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
$1.08B
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$4.79M
3
+$4.42M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.23M
5
MCO icon
Moody's
MCO
+$684K

Top Sells

1
+$4.42M
2
+$3.36M
3
+$2.48M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.29M
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$1.11M

Sector Composition

1 Technology 2.74%
2 Financials 1.62%
3 Healthcare 1.4%
4 Consumer Discretionary 1.18%
5 Industrials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$451K 0.04%
7,365
+3
177
$449K 0.04%
18,573
178
$447K 0.04%
4,909
+20
179
$441K 0.04%
1,102
+105
180
$429K 0.04%
2,835
-60
181
$426K 0.04%
10,348
+211
182
$426K 0.04%
23,368
-464
183
$426K 0.04%
4,055
-283
184
$419K 0.04%
7,350
+71
185
$419K 0.04%
17,374
+186
186
$418K 0.04%
3,783
+804
187
$406K 0.04%
5,236
+1
188
$404K 0.04%
7,360
+695
189
$397K 0.04%
4,671
+3
190
$391K 0.04%
5,824
191
$383K 0.04%
969
+4
192
$383K 0.04%
7,202
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193
$375K 0.03%
2,192
194
$369K 0.03%
10,495
-132
195
$356K 0.03%
+4,861
196
$355K 0.03%
1,897
+76
197
$345K 0.03%
6,685
198
$341K 0.03%
981
+171
199
$339K 0.03%
7,665
200
$336K 0.03%
2,760
+700
6 7
8
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