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
$1.08B
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$4.79M
3
+$4.42M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.23M
5
MCO icon
Moody's
MCO
+$684K

Top Sells

1
+$4.42M
2
+$3.36M
3
+$2.48M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.29M
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$1.11M

Sector Composition

1 Technology 2.74%
2 Financials 1.62%
3 Healthcare 1.4%
4 Consumer Discretionary 1.18%
5 Industrials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$332K 0.03%
2,865
+130
202
$326K 0.03%
5,156
203
$326K 0.03%
2,935
+1
204
$324K 0.03%
4,818
205
$321K 0.03%
3,127
206
$310K 0.03%
5,129
-6
207
$307K 0.03%
1,586
+1
208
$305K 0.03%
5,512
+201
209
$303K 0.03%
6,361
+168
210
$283K 0.03%
2,799
211
$282K 0.03%
1,501
-2
212
$281K 0.03%
817
213
$281K 0.03%
4,816
214
$278K 0.03%
4,779
-304
215
$265K 0.02%
1,937
+8
216
$264K 0.02%
1,143
+30
217
$257K 0.02%
949
-370
218
$256K 0.02%
251
219
$255K 0.02%
2,032
220
$249K 0.02%
+5,978
221
$238K 0.02%
2,855
+107
222
$235K 0.02%
2,232
223
$234K 0.02%
+198
224
$232K 0.02%
10,429
225
$232K 0.02%
3,415
+41
6 7 8
9
10