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
$791M
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$1.89M
3
+$1.41M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.22M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.18M

Top Sells

1
+$2.82M
2
+$758K
3
+$710K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$681K
5
IAU icon
iShares Gold Trust
IAU
+$355K

Sector Composition

1 Technology 2.45%
2 Healthcare 1.58%
3 Financials 1.19%
4 Consumer Discretionary 1.04%
5 Industrials 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$225K 0.03%
4,829
202
$224K 0.03%
+4,818
203
$223K 0.03%
1,929
204
$222K 0.03%
7,665
-1,277
205
$220K 0.03%
+5,755
206
$216K 0.03%
+5,302
207
$213K 0.03%
2,474
208
$205K 0.03%
+12,294
209
$203K 0.03%
5,965
210
$201K 0.03%
+2,007
211
$199K 0.03%
+2,173
212
$193K 0.02%
+2,090
213
$193K 0.02%
+1,431
214
$192K 0.02%
+999
215
$185K 0.02%
+4,940
216
$183K 0.02%
+2,812
217
$178K 0.02%
+2,619
218
$177K 0.02%
+4,076
219
$176K 0.02%
+3,198
220
$173K 0.02%
+2,440
221
$168K 0.02%
+2,975
222
$164K 0.02%
+2,530
223
$160K 0.02%
6,722
-2,736
224
$155K 0.02%
+6,100
225
$153K 0.02%
+2,700
7 8
9
10 11