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
$1.18B
AUM Growth
+$72.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$2.94M
3
+$2.41M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.65M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.59M

Top Sells

1
+$1.85M
2
+$1.41M
3
+$1.02M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$666K
5
VHT icon
Vanguard Health Care ETF
VHT
+$615K

Sector Composition

1 Technology 3.18%
2 Financials 1.5%
3 Healthcare 1.39%
4 Consumer Discretionary 1.37%
5 Industrials 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$359K 0.03%
1,963
+399
202
$358K 0.03%
1,901
+356
203
$352K 0.03%
4,812
-6
204
$351K 0.03%
7,665
205
$344K 0.03%
+2,993
206
$344K 0.03%
4,853
-57
207
$338K 0.03%
3,127
208
$337K 0.03%
13,824
-210
209
$331K 0.03%
2,936
+1
210
$327K 0.03%
1,572
+36
211
$323K 0.03%
4,779
212
$320K 0.03%
5,466
-119
213
$319K 0.03%
6,685
214
$317K 0.03%
1,857
-1,430
215
$317K 0.03%
+6,955
216
$315K 0.03%
2,180
+240
217
$314K 0.03%
1,173
-8
218
$312K 0.03%
10,500
219
$304K 0.03%
2,869
220
$301K 0.03%
7,326
+1,348
221
$290K 0.02%
949
222
$287K 0.02%
5,062
223
$286K 0.02%
2,030
-2
224
$281K 0.02%
7,213
+1,821
225
$264K 0.02%
4,894
+65
7 8
9
10 11