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
$1.36B
AUM Growth
+$83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$2.48M
3
+$2.11M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.73M
5
COIN icon
Coinbase
COIN
+$1.69M

Top Sells

1
+$3.21M
2
+$2.5M
3
+$1.49M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$1.18M
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$1.08M

Sector Composition

1 Technology 1.76%
2 Healthcare 0.69%
3 Financials 0.67%
4 Consumer Staples 0.55%
5 Consumer Discretionary 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$313K 0.02%
4,246
+2
202
$306K 0.02%
2,311
203
$300K 0.02%
2,037
204
$294K 0.02%
414
-20
205
$290K 0.02%
12,349
-1,414
206
$289K 0.02%
9,694
+134
207
$284K 0.02%
10,375
208
$283K 0.02%
3,604
+1
209
$282K 0.02%
5,528
210
$280K 0.02%
1,242
211
$280K 0.02%
11,522
+1,028
212
$278K 0.02%
2,245
213
$274K 0.02%
1,428
-115
214
$274K 0.02%
478
+4
215
$269K 0.02%
519
-7
216
$268K 0.02%
11,005
+1,025
217
$262K 0.02%
2,958
-160
218
$257K 0.02%
6,163
-98
219
$256K 0.02%
3,093
220
$244K 0.02%
5,187
+3
221
$242K 0.02%
+1,095
222
$239K 0.02%
4,912
+15
223
$238K 0.02%
3,272
224
$231K 0.02%
1,302
225
$230K 0.02%
947
-4
6 7 8
9
10