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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 $1,331,499,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 1,444,787 $397,085,289 29.82%
2.
Vanguard Bond Index Funds
 BND 1,608,109 $118,115,627 8.87%
3.
Vanguard Tax-Managed Fds
 1,308,260 $66,498,850 4.99%
4.
Vanguard Scottsdale Funds
 749,715 $61,296,709 4.6%
5.
Vanguard Intl Equity Index Funds
 VWO 871,189 $52,846,336 3.97%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)