PFGIA

Patriot Financial Group Insurance Agency Portfolio holdings

AUM $781M
1-Year Est. Return 23.8%
This Quarter Est. Return
1 Year Est. Return
+23.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96M
AUM Growth
+$1.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
966
New
Increased
Reduced
Closed

Top Sells

1 +$333M
2 +$4.42M
3 +$555K
4
VZ icon
Verizon
VZ
+$221K
5
SR icon
Spire
SR
+$202K

Sector Composition

1 Financials 10.05%
2 Technology 4.44%
3 Consumer Staples 4.24%
4 Healthcare 4.03%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$9K 0.01%
267
552
$9K 0.01%
600
553
$9K 0.01%
585
+157
554
$9K 0.01%
+222
555
$9K 0.01%
336
+192
556
$9K 0.01%
68
557
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2,041
558
$9K 0.01%
157
+22
559
$9K 0.01%
433
560
$9K 0.01%
+775
561
$9K 0.01%
100
562
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323
563
$9K 0.01%
57
+13
564
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566
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274
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567
$8K 0.01%
5,464
568
$8K 0.01%
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569
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570
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572
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1,150
573
$8K 0.01%
705
574
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+108
575
$8K 0.01%
+91