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
1526
0
1527
$0 ﹤0.01%
+15
1528
$0 ﹤0.01%
2
1529
$0 ﹤0.01%
+4
1530
0
1531
$0 ﹤0.01%
4
1532
0
1533
0
1534
$0 ﹤0.01%
3
1535
$0 ﹤0.01%
6
1536
0
1537
0
1538
-209