Patriot Investment Management Dashboard

Company profile

Website

www.patriotinvestment.com

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

Brochures

Patriot Investment Management Group Inc Adv Brochure (3 Mar 21)

Investment data

Data from SEC filings

Top 50 of 233 long holdings End of quarter 31 Mar 21	Value	#Shares	Prev Q	Change %, QoQ
Vanguard Total Stock (TOTAL STK MKT)	$160.62M	777.11K	587.38K	+32.3
Vanguard Total Bond	$70.95M	837.41K	664.79K	+26.0
Vanguard Ftse Developed	$49.04M	998.54K	896.85K	+11.3
Vanguard Intermediate (INT-TERM CORP)	$48.31M	519.32K	366.87K	+41.6
Vanguard Small Cap Etf (SMALL CP ETF)	$38.36M	179.18K	111.05K	+61.3
Vanguard Ftse Emerging (FTSE EMR MKT ETF)	$37.29M	716.46K	561.95K	+27.5
Vanguard S&P 500 Etf (S&P 500 ETF SHS)	$36.49M	100.15K	98.86K	+1.3
Vanguard Short Term Cor (SHRT TRM CORP BD)	$32.21M	390.42K	300.74K	+29.8
Vanguard Mid Cap Etf (MID CAP ETF)	$29.68M	134.1K	106.43K	+26.0
FNDF Schwab Us Broad Market (US BRD MKT ETF)	$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
Vanguard Utilities Etf (UTILITIES ETF)	$15.81M	112.51K	77.71K	+44.8
FNDF Schwab International (INTL EQTY ETF)	$14.47M	384.76K	75.41K	+410.2
Vanguard Real Estate (REAL ESTATE ETF)	$14.42M	156.96K	97.94K	+60.3
Vanguard Consumer (CONSUM STP ETF)	$14.08M	78.98K	62.54K	+26.3
FNDF Schwab Us Aggregate Bond (US AGGREGATE B)	$13.9M	257.58K	72.53K	+255.1
FNDF Charles Schwab Us MC (US MID-CAP ETF)	$12.98M	174.4K	59.62K	+192.5
Vanguard Dividend	$12.1M	82.27K	61.88K	+33.0
Vanguard High Dividend (HIGH DIV YLD)	$11.28M	111.56K	93.05K	+19.9
FNDF Schwab Us Small Cap Etf (US SML CAP ETF)	$10.58M	106.17K	54.23K	+95.8
Ishares Core S&P 500 (CORE S&P500 ETF)	$9.58M	24.09K	7.48K	+222.1
AAPL Apple Inc	$9.39M	76.9K	71.53K	+7.5
Vanguard Total	$8.53M	149.32K	105.68K	+41.3
FNDF Schwab Us Large Cap Etf (US LRG CAP ETF)	$8.2M	85.42K	32.1K	+166.1
FNDF Schwab Emerging Markets (EMRG MKTEQ ETF)	$7.56M	238K	60.21K	+295.3
Vanguard Short Term (SHORT TERM TREAS)	$7.43M	120.82K	96.7K	+25.0
IBB Ishares National Muni (NATIONAL MUN ETF)	$6.87M	59.22K	14.52K	+307.8
FNDF Schwab Us Dividend (US DIVIDEND EQ)	$6.74M	92.36K	38.61K	+139.2
IBB Ishares Core Msci Eafe	$6.1M	84.69K		NEW
SPDR Short Term	$6.01M	192.04K	136.94K	+40.2
BRK.A Berkshire Hathaway	$5.69M	22.27K	8.25K	+169.9
SPY SPDR S&P 500 Etf	$5.47M	13.8K	2K	+590.4
Ishares Core Msci	$5.33M	82.86K	12.95K	+539.8
TSLA Tesla Inc	$4.86M	7.28K	6.85K	+6.2
Vanguard Large Cap Etf (LARGE CAP ETF)	$4.83M	26.07K	25.1K	+3.9
Ishares Core Us (CORE US AGGBD ET)	$4.77M	41.89K	38.31K	+9.3
FNDF Schwab Internatnal Small (INTL SCEQT ETF)	$4.32M	109.53K	22.07K	+396.2
Ishares S&P 500 Growth (S&P 500 GRWT ETF)	$4.29M	65.82K	48.16K	+36.7
MSFT Microsoft Corp	$4.22M	17.89K	16.54K	+8.1
AMZN Amazon.com Inc	$4.03M	1.3K	1.21K	+7.9
Vanguard Emerging Markt (EMERG MKT BD ETF)	$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
IVZ Invesco Solar Etf	$3.5M	38.09K		NEW
QQQ Invesco QQQ Trust	$3.34M	10.47K	930	+1025.9
JNJ Johnson & Johnson	$3.13M	19.05K	13.25K	+43.7
NVDA Nvidia Corp	$3.01M	5.65K	5.5K	+2.7
IBB Ishares Preferred Income (PFD AND INCM SEC)	$2.76M	71.94K	47.21K	+52.4
Ishares 1-3 Year Treasry (1 3 YR TREAS BD)	$2.73M	31.71K	27K	+17.4
DE Deere & Co	$2.71M	7.25K	7.45K	-2.6