PIMG
Patriot Investment Management Group Portfolio holdings
AUM
$1.44B
1-Year Return
12.18%
This Quarter Return
+6.67%
1 Year Return
+12.18%
3 Year Return
+38.24%
5 Year Return
+58.02%
10 Year Return
–
AUM
$1.15B
AUM Growth
+$182M
(+19%)
Cap. Flow
+$63.1M
Cap. Flow
% of AUM
5.48%
Top 10 Holdings %
Top 10 Hldgs %
55.09%
Holding
413
New
175
Increased
77
Reduced
126
Closed
8
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$37.3M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$4.1M |
| 3 |
Vanguard Total Bond Market
BND
|
$3.76M |
| 4 |
Vanguard Large-Cap ETF
VV
|
$3.5M |
| 5 |
Vanguard ESG US Stock ETF
ESGV
|
$3.19M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$8.02M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$2.91M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.98M |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
$1.07M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$1.07M |
Sector Composition
| 1 | Technology | 1.81% |
| 2 | Healthcare | 1.16% |
| 3 | Consumer Discretionary | 0.73% |
| 4 | Consumer Staples | 0.7% |
| 5 | Financials | 0.68% |
