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
$662M
AUM Growth
-$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$290K
3
+$245K
4
IAU icon
iShares Gold Trust
IAU
+$241K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$236K

Top Sells

1
+$28.8M
2
+$18.6M
3
+$14.5M
4
BND icon
Vanguard Total Bond Market
BND
+$14.1M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$10.3M

Sector Composition

1 Technology 3.44%
2 Healthcare 1.56%
3 Consumer Discretionary 1.53%
4 Financials 1.24%
5 Industrials 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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