PIMG
Patriot Investment Management Group Portfolio holdings
AUM
$1.44B
1-Year Return
12.18%
This Quarter Return
+5.72%
1 Year Return
+12.18%
3 Year Return
+38.24%
5 Year Return
+58.02%
10 Year Return
–
AUM
$1.26B
AUM Growth
+$91.5M
(+7.8%)
Cap. Flow
+$31.1M
Cap. Flow
% of AUM
2.46%
Top 10 Holdings %
Top 10 Hldgs %
61.53%
Holding
246
New
15
Increased
58
Reduced
120
Closed
3
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$23.7M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$10.5M |
| 3 |
Vanguard Total Bond Market
BND
|
$3.74M |
| 4 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$2.96M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.94M |
Top Sells
| 1 |
Vanguard Small-Cap ETF
VB
|
$3.35M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$3.32M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$2.92M |
| 4 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
$2.59M |
| 5 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
$1.61M |
Sector Composition
| 1 | Technology | 1.95% |
| 2 | Healthcare | 0.79% |
| 3 | Consumer Discretionary | 0.59% |
| 4 | Consumer Staples | 0.58% |
| 5 | Financials | 0.52% |
