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
$399M
AUM Growth
+$91.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,079
New
Increased
Reduced
Closed

Sector Composition

1 Technology 11.62%
2 Industrials 9.17%
3 Financials 5.56%
4 Consumer Discretionary 5%
5 Healthcare 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1351
$7K ﹤0.01%
+160
1352
$7K ﹤0.01%
200
1353
$7K ﹤0.01%
+150
1354
$7K ﹤0.01%
100
1355
$7K ﹤0.01%
+1,000
1356
$6K ﹤0.01%
80
1357
$6K ﹤0.01%
62
1358
$6K ﹤0.01%
112
1359
$6K ﹤0.01%
1,157
1360
$6K ﹤0.01%
28
+26
1361
$6K ﹤0.01%
+85
1362
$6K ﹤0.01%
402
1363
$6K ﹤0.01%
157
1364
$6K ﹤0.01%
77
-5
1365
$6K ﹤0.01%
1,000
1366
$6K ﹤0.01%
5
1367
$6K ﹤0.01%
292
+11
1368
$6K ﹤0.01%
175
1369
$6K ﹤0.01%
148
1370
$6K ﹤0.01%
442
-100
1371
$6K ﹤0.01%
92
1372
$6K ﹤0.01%
+20
1373
$6K ﹤0.01%
392
+376
1374
$6K ﹤0.01%
39
1375
$6K ﹤0.01%
100