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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 ?
$1.33B (as of 15 Apr 21)
Accounts
4,525 (as of 15 Apr 21)
Employees
26 (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 233 long holdings
End of quarter 31 Mar 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$160.62M 777.11K 587.38K +32.3
$70.95M 837.41K 664.79K +26.0
Vanguard Ftse Developed
$49.04M 998.54K 896.85K +11.3
$48.31M 519.32K 366.87K +41.6
$38.36M 179.18K 111.05K +61.3
Vanguard Ftse Emerging (FTSE EMR MKT ETF)
$37.29M 716.46K 561.95K +27.5
$36.49M 100.15K 98.86K +1.3
$32.21M 390.42K 300.74K +29.8
$29.68M 134.1K 106.43K +26.0
$27.64M 285.77K 84.73K +237.3
Vanguard S&P Small Cap
$26.7M 134.25K 122.86K +9.3
Vanguard Ftse All World (ALLWRLD EX US)
$22.4M 369.16K 252.89K +46.0
$15.81M 112.51K 77.71K +44.8
$14.47M 384.76K 75.41K +410.2
$14.42M 156.96K 97.94K +60.3
$14.08M 78.98K 62.54K +26.3
$13.9M 257.58K 72.53K +255.1
$12.98M 174.4K 59.62K +192.5
Vanguard Dividend
$12.1M 82.27K 61.88K +33.0
$11.28M 111.56K 93.05K +19.9
$10.58M 106.17K 54.23K +95.8
$9.58M 24.09K 7.48K +222.1
$9.39M 76.9K 71.53K +7.5
Vanguard Total
$8.53M 149.32K 105.68K +41.3
$8.2M 85.42K 32.1K +166.1
$7.56M 238K 60.21K +295.3
$7.43M 120.82K 96.7K +25.0
$6.87M 59.22K 14.52K +307.8
$6.74M 92.36K 38.61K +139.2
$6.1M 84.69K NEW
$6.01M 192.04K 136.94K +40.2
$5.69M 22.27K 8.25K +169.9
$5.47M 13.8K 2K +590.4
$5.33M 82.86K 12.95K +539.8
$4.86M 7.28K 6.85K +6.2
$4.83M 26.07K 25.1K +3.9
$4.77M 41.89K 38.31K +9.3
$4.32M 109.53K 22.07K +396.2
$4.29M 65.82K 48.16K +36.7
$4.22M 17.89K 16.54K +8.1
$4.03M 1.3K 1.21K +7.9
$4.01M 51.79K 30.18K +71.6
VGRD Ftse All WRLD Ex Us (FTSE SMCAP ETF)
$3.78M 29.41K 13.24K +122.1
$3.5M 38.09K NEW
$3.34M 10.47K 930 +1025.9
$3.13M 19.05K 13.25K +43.7
$3.01M 5.65K 5.5K +2.7
$2.76M 71.94K 47.21K +52.4
$2.73M 31.71K 27K +17.4
$2.71M 7.25K 7.45K -2.6
Holdings list only includes long positions. Only includes long positions.

Calendar

18 May 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings