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
$1.34B
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.46M
3
+$2.03M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.97M
5
MSTR icon
Strategy Inc
MSTR
+$1.6M

Top Sells

1
+$7.23M
2
+$2.96M
3
+$1.69M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.66M
5
PLTR icon
Palantir
PLTR
+$813K

Sector Composition

1 Technology 2.01%
2 Financials 0.6%
3 Healthcare 0.58%
4 Consumer Discretionary 0.58%
5 Consumer Staples 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$396K 0.03%
3,680
177
$391K 0.03%
4,543
-311
178
$388K 0.03%
3,428
+2
179
$382K 0.03%
16,791
+1,415
180
$381K 0.03%
949
181
$372K 0.03%
4,170
+30
182
$361K 0.03%
6,384
-893
183
$356K 0.03%
2,670
184
$356K 0.03%
6,275
+357
185
$356K 0.03%
30,843
+54
186
$355K 0.03%
8,978
-415
187
$350K 0.03%
13,426
-626
188
$345K 0.03%
1,399
+88
189
$328K 0.02%
2,549
-75
190
$324K 0.02%
1,125
191
$318K 0.02%
2,194
+157
192
$311K 0.02%
2,260
+1
193
$310K 0.02%
2,383
194
$304K 0.02%
2,519
195
$299K 0.02%
2,311
196
$294K 0.02%
3,093
197
$289K 0.02%
1,242
198
$288K 0.02%
9,694
199
$287K 0.02%
1,380
-100
200
$285K 0.02%
4,980
-584
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