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
$195M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,539
New
Increased
Reduced
Closed

Top Buys

1 +$5.35M
2 +$3.68M
3 +$1.29M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$902K
5
AAPL icon
Apple
AAPL
+$784K

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
801
$6K ﹤0.01%
+101
802
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134
+34
803
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804
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806
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807
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808
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809
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810
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811
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336
+326
812
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813
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814
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815
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+500
816
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817
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818
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819
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200
820
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821
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202
+1
822
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823
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824
$6K ﹤0.01%
+144
825
$6K ﹤0.01%
+400