PFGIA

Patriot Financial Group Insurance Agency Portfolio holdings

AUM $839M
1-Year Est. Return 21.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
757
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$5.2M
3
+$2.63M
4
DVY icon
iShares Select Dividend ETF
DVY
+$2.29M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.99M

Top Sells

No sells this quarter

Sector Composition

1 Financials 11.65%
2 Technology 4.69%
3 Healthcare 4.19%
4 Consumer Staples 4.05%
5 Industrials 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$5K 0.01%
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581
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582
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583
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584
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585
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586
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588
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598
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599
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600
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+200
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