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
$1.34B
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.46M
3
+$2.03M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.97M
5
MSTR icon
Strategy Inc
MSTR
+$1.6M

Top Sells

1
+$7.23M
2
+$2.96M
3
+$1.69M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.66M
5
PLTR icon
Palantir
PLTR
+$813K

Sector Composition

1 Technology 2.01%
2 Financials 0.6%
3 Healthcare 0.58%
4 Consumer Discretionary 0.58%
5 Consumer Staples 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$281K 0.02%
5,528
202
$281K 0.02%
2,570
-615
203
$281K 0.02%
2,245
204
$280K 0.02%
478
205
$268K 0.02%
3,260
-850
206
$268K 0.02%
4,487
+241
207
$256K 0.02%
3,609
+5
208
$253K 0.02%
3,857
-665
209
$250K 0.02%
2,364
-697
210
$248K 0.02%
2,475
211
$247K 0.02%
5,930
-8,880
212
$242K 0.02%
+9,723
213
$241K 0.02%
5,484
-197
214
$241K 0.02%
1,095
215
$240K 0.02%
5,189
+2
216
$240K 0.02%
1,302
217
$235K 0.02%
972
+25
218
$235K 0.02%
4,913
+1
219
$222K 0.02%
4,470
-1,930
220
$219K 0.02%
1,293
-135
221
$217K 0.02%
1,173
222
$217K 0.02%
5,782
-381
223
$216K 0.02%
2,376
224
$216K 0.02%
1,869
225
$215K 0.02%
10,739
-1,610
6 7 8
9
10