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
$547M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,233
New
Increased
Reduced
Closed

Top Sells

1 +$4.44M
2 +$2.75M
3 +$2.3M
4
RDFN
Redfin
RDFN
+$1.08M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$1.08M

Sector Composition

1 Technology 9.61%
2 Industrials 7.53%
3 Financials 5.48%
4 Healthcare 4.78%
5 Consumer Discretionary 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1501
$8K ﹤0.01%
104
1502
$8K ﹤0.01%
200
1503
$8K ﹤0.01%
303
+3
1504
$8K ﹤0.01%
305
1505
$8K ﹤0.01%
295
+175
1506
$8K ﹤0.01%
+202
1507
$8K ﹤0.01%
240
1508
$8K ﹤0.01%
900
1509
$8K ﹤0.01%
156
1510
$8K ﹤0.01%
80
-535
1511
$8K ﹤0.01%
62
1512
$8K ﹤0.01%
83
-966
1513
$8K ﹤0.01%
351
1514
$8K ﹤0.01%
+259
1515
$8K ﹤0.01%
79
1516
$8K ﹤0.01%
227
+4
1517
$8K ﹤0.01%
402
1518
$8K ﹤0.01%
39
1519
$8K ﹤0.01%
218
1520
$8K ﹤0.01%
198
+98
1521
$8K ﹤0.01%
138
1522
$8K ﹤0.01%
1,000
1523
$8K ﹤0.01%
50
1524
$8K ﹤0.01%
136
+56
1525
$8K ﹤0.01%
106