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
$261M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,942
New
Increased
Reduced
Closed

Top Buys

1 +$2.62M
2 +$1.69M
3 +$1.65M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.6M
5
QCOM icon
Qualcomm
QCOM
+$1.12M

Top Sells

1 +$7.19M
2 +$2.27M
3 +$1.32M
4
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$922K
5
T icon
AT&T
T
+$827K

Sector Composition

1 Technology 11%
2 Industrials 10.35%
3 Healthcare 6.12%
4 Financials 4.39%
5 Communication Services 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1526
$1K ﹤0.01%
17
1527
$1K ﹤0.01%
188
1528
$1K ﹤0.01%
10
1529
$1K ﹤0.01%
121
1530
$1K ﹤0.01%
14
1531
$1K ﹤0.01%
373
1532
$1K ﹤0.01%
25
1533
$1K ﹤0.01%
+112
1534
$1K ﹤0.01%
+120
1535
$1K ﹤0.01%
24
1536
$1K ﹤0.01%
14
+3
1537
$1K ﹤0.01%
48
-45
1538
$1K ﹤0.01%
75
1539
$1K ﹤0.01%
271
1540
$1K ﹤0.01%
14
1541
$1K ﹤0.01%
16
-1
1542
$1K ﹤0.01%
51
1543
$1K ﹤0.01%
11
1544
$1K ﹤0.01%
18
1545
$1K ﹤0.01%
3
1546
$1K ﹤0.01%
225
+52
1547
$1K ﹤0.01%
+42
1548
$1K ﹤0.01%
10
1549
$1K ﹤0.01%
6
1550
$1K ﹤0.01%
211
+8