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Patriot Investment Management

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
621548494
SEC advisor number
801-55500
FINRA CRD number
112155
AUM ?
$1.61B (as of 2 May 22)
Accounts
4,819 (as of 2 May 22)
Employees
28 (18 investment advisory or research)
Address
Patriot Investment Management
9721 COGDILL ROAD, SUITE 101
KNOXVILLE
TN 37932
Phone
8657772479

Investment data

Data from SEC filings
Top 50 of 248 long holdings
End of quarter 31 Mar 22
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$256.87M 1.13M 1.09M +3.6
$86.79M 1.09M 1.06M +3.2
$53.8M 625.32K 614.43K +1.8
Vanguard Ftse Developed
$42.78M 890.64K 840.25K +6.0
Vanguard Ftse All World (ALLWRLD EX US)
$40.02M 694.91K 682.09K +1.9
$37.55M 480.86K 465.23K +3.4
Vanguard Ftse Emerging (FTSE EMR MKT ETF)
$34.23M 741.93K 708.05K +4.8
$30.74M 575.72K 289.39K +98.9
Vanguard S&P Small Cap
$27.6M 139.38K 134.98K +3.3
$26.64M 125.34K 121.64K +3.0
$20.61M 190.19K 181.5K +4.8
$20.5M 126.68K 120.24K +5.4
$19.22M 80.81K 80.75K +0.1
$18M 91.88K 87.25K +5.3
$15.48M 421.7K 400.32K +5.3
$14.94M 295.44K 271.56K +8.8
Vanguard Dividend
$13.96M 86.06K 82.62K +4.2
$13.93M 183.67K 173.46K +5.9
$13.68M 78.36K 76.23K +2.8
$12.28M 109.39K 102.81K +6.4
$10.46M 23.05K 23.19K -0.6
Vanguard Total
$10.2M 194.59K 182.31K +6.7
$9.99M 210.94K 104.42K +102.0
$8.59M 144.98K 147.73K -1.9
$8.31M 119.6K 100.04K +19.6
$8.1M 22.94K 22.89K +0.2
$7.79M 71.07K 71.2K -0.2
$7.58M 96.11K 94.16K +2.1
$7.5M 270K 262.76K +2.8
$7.42M 6.88K 7.01K -1.8
$6.96M 129.3K 62.35K +107.4
$6.6M 14.61K 14.46K +1.0
$5.84M 21.41K 22.54K -5.0
$5.73M 18.59K 18.43K +0.9
$5.4M 97.18K 84.92K +14.4
$5.33M 76.29K 70.37K +8.4
$5.29M 25.37K 25.32K +0.2
$5.04M 65.97K 65.28K +1.1
$4.69M 123.49K 116.26K +6.2
$4.54M 42.43K 42.33K +0.2
$4.53M 1.39K 1.36K +2.4
$4.25M 11.72K 11.43K +2.6
$3.94M 130.74K 172.13K -24.0
$3.83M 21.61K 18.64K +15.9
VGRD Ftse All WRLD Ex Us (FTSE SMCAP ETF)
$3.46M 27.95K 26.94K +3.8
$3.29M 26.38K 23.45K +12.5
$3.04M 7.33K 7.3K +0.3
$2.81M 37.21K 37.21K 0
$2.76M 75.82K 73.7K +2.9
$2.72M 73.78K 73.23K +0.7
Holdings list only includes long positions. Only includes long positions.

Calendar

24 May 22
31 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings