PFGIA

Patriot Financial Group Insurance Agency Portfolio holdings

AUM $1.77B
1-Year Est. Return 21.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,539
New
Increased
Reduced
Closed

Top Buys

1 +$5.92M
2 +$3.47M
3 +$1.24M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$867K
5
AAPL icon
Apple
AAPL
+$701K

Sector Composition

1 Industrials 15.01%
2 Technology 6.55%
3 Financials 6.44%
4 Healthcare 5.77%
5 Communication Services 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$7K ﹤0.01%
240
777
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54
+4
778
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187
779
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780
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+10
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87
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782
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+500
783
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1,000
784
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+370
785
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786
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500
787
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788
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789
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791
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795
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796
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797
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+144
798
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+400
799
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102
800
$6K ﹤0.01%
105
+92