PFGIA
Patriot Financial Group Insurance Agency Portfolio holdings
AUM $871M
1-Year Return
20.21%
This Quarter Return
+3.18%
1 Year Return
+20.21%
3 Year Return
+63.41%
5 Year Return
+97.08%
10 Year Return
–
AUM
$73.1M
AUM Growth
–
Cap. Flow
+$73.1M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
36.3%
Holding
757
New
757
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
VictoryShares US 500 Volatility Wtd ETF
CFA
|
+$7.84M |
| 2 |
FS KKR Capital
FSK
|
+$5.2M |
| 3 |
Franklin International Low Volatility High Dividend Index ETF
LVHI
|
+$2.63M |
| 4 |
iShares Select Dividend ETF
DVY
|
+$2.29M |
| 5 |
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% |
