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Home > Institutional Investor > Patriot Investment Management Inc. > Profile

Instuitional Investor - Patriot Investment Management Inc.

Fund Profile
Filing Period:
Fund Name: Patriot Investment Management Inc.
Portfolio Value $1,172,152,208
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 1,376,633 $326,564,764 27.86%
2.
Vanguard Bond Index Funds
 BND 1,281,376 $94,245,193 8.04%
3.
Vanguard Tax-Managed Fds
 1,152,975 $55,227,509 4.71%
4.
Vanguard Scottsdale Funds
 642,255 $52,202,476 4.45%
5.
Vanguard Intl Equity Index Funds
 VWO 650,701 $36,530,353 3.11%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)