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
$1.11B
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$62.8M
2
+$18.6M
3
+$5.68M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.19M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.54M

Top Sells

1
+$36M
2
+$8.33M
3
+$8.26M
4
VB icon
Vanguard Small-Cap ETF
VB
+$7.87M
5
MXIM
Maxim Integrated Products
MXIM
+$1.45M

Sector Composition

1 Technology 2.83%
2 Financials 1.61%
3 Healthcare 1.34%
4 Consumer Discretionary 1.22%
5 Industrials 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$466K 0.04%
1,590
177
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8,226
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178
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179
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181
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182
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183
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184
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185
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186
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187
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188
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189
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5,236
191
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194
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195
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196
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197
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7,665
198
$368K 0.03%
7,403
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199
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2,192
200
$348K 0.03%
4,910
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