PIMG
Patriot Investment Management Group Portfolio holdings
AUM
$1.44B
This Quarter Return
+6.47%
1 Year Return
+12.18%
3 Year Return
+38.24%
5 Year Return
+58.02%
10 Year Return
–
AUM
$1.36B
AUM Growth
+$1.36B
(+6.5%)
Cap. Flow
+$2.03M
Cap. Flow
% of AUM
0.15%
Top 10 Holdings %
Top 10 Hldgs %
62.46%
Holding
244
New
7
Increased
65
Reduced
99
Closed
7
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$3.45M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$2.48M |
| 3 |
Strategy Inc Common Stock Class A
MSTR
|
$2.11M |
| 4 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$1.73M |
| 5 |
Coinbase
COIN
|
$1.69M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$3.21M |
| 2 |
NVIDIA
NVDA
|
$2.5M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$1.49M |
| 4 |
VanEck Semiconductor ETF
SMH
|
$1.18M |
| 5 |
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% |
