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
$1.36B
AUM Growth
+$83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$2.48M
3
+$2.11M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.73M
5
COIN icon
Coinbase
COIN
+$1.69M

Top Sells

1
+$3.21M
2
+$2.5M
3
+$1.49M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$1.18M
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$1.08M

Sector Composition

1 Technology 1.76%
2 Healthcare 0.69%
3 Financials 0.67%
4 Consumer Staples 0.55%
5 Consumer Discretionary 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$399K 0.03%
7,855
-1,742
177
$391K 0.03%
3,426
-97
178
$380K 0.03%
30,789
+51
179
$377K 0.03%
7,277
-1,623
180
$376K 0.03%
14,052
+102
181
$374K 0.03%
18,045
182
$371K 0.03%
4,110
183
$369K 0.03%
6,400
184
$365K 0.03%
3,185
185
$364K 0.03%
5,918
+11
186
$358K 0.03%
2,383
-25
187
$357K 0.03%
2,670
188
$356K 0.03%
949
189
$355K 0.03%
1,480
-67
190
$355K 0.03%
1,311
-68
191
$352K 0.03%
4,522
-365
192
$348K 0.03%
2,259
193
$338K 0.02%
15,376
+13
194
$334K 0.02%
3,061
195
$331K 0.02%
2,624
-10
196
$325K 0.02%
3,056
197
$320K 0.02%
5,564
-1,230
198
$320K 0.02%
1,125
-125
199
$315K 0.02%
8,599
200
$314K 0.02%
2,519
6 7
8
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