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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 $1,337,119,002
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 1,430,668 $414,621,754 31%
2.
Vanguard Bond Index Funds
 BND 1,514,713 $108,922,993 8.14%
3.
Vanguard Tax-Managed Fds
 1,259,279 $60,218,708 4.5%
4.
Vanguard Scottsdale Funds
 728,314 $58,461,746 4.37%
5.
Vanguard Intl Equity Index Funds
 VWO 857,391 $49,222,834 3.68%
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)