PIMG
Patriot Investment Management Group Portfolio holdings
AUM
$1.44B
1-Year Return
12.18%
This Quarter Return
-12.2%
1 Year Return
+12.18%
3 Year Return
+38.24%
5 Year Return
+58.02%
10 Year Return
–
AUM
$1.02B
AUM Growth
-$129M
(-11%)
Cap. Flow
+$18.3M
Cap. Flow
% of AUM
1.78%
Top 10 Holdings %
Top 10 Hldgs %
53.9%
Holding
256
New
7
Increased
99
Reduced
102
Closed
14
Top Buys
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
$3.28M |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$3.16M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$2.35M |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$2.24M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.35M |
Sector Composition
| 1 | Technology | 2.33% |
| 2 | Financials | 1.6% |
| 3 | Healthcare | 1.53% |
| 4 | Consumer Discretionary | 0.96% |
| 5 | Industrials | 0.82% |
