PFGIA

Patriot Financial Group Insurance Agency Portfolio holdings

AUM $781M
1-Year Est. Return 23.82%
This Quarter Est. Return
1 Year Est. Return
+23.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$267M
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,551
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 14.12%
2 Technology 8.2%
3 Financials 4.81%
4 Healthcare 4.58%
5 Communication Services 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1276
$1K ﹤0.01%
16
1277
$1K ﹤0.01%
18
1278
$1K ﹤0.01%
14
1279
$1K ﹤0.01%
142
1280
$1K ﹤0.01%
373
1281
$1K ﹤0.01%
25
+1
1282
$1K ﹤0.01%
71
1283
$1K ﹤0.01%
15
+3
1284
$1K ﹤0.01%
24
1285
$1K ﹤0.01%
11
1286
$1K ﹤0.01%
15
-4
1287
$1K ﹤0.01%
75
1288
$1K ﹤0.01%
130
1289
$1K ﹤0.01%
64
1290
$1K ﹤0.01%
32
1291
$1K ﹤0.01%
4
1292
$1K ﹤0.01%
17
-2
1293
$1K ﹤0.01%
80
1294
$1K ﹤0.01%
+23
1295
$1K ﹤0.01%
5
1296
$1K ﹤0.01%
1,000
1297
$1K ﹤0.01%
+5
1298
$1K ﹤0.01%
7
1299
$1K ﹤0.01%
327
1300
$1K ﹤0.01%
38