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
1626
$5K ﹤0.01%
750
1627
$5K ﹤0.01%
79
1628
$5K ﹤0.01%
+70
1629
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161
1630
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+85
1631
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118
1632
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37
1633
$5K ﹤0.01%
300
1634
$5K ﹤0.01%
+147
1635
$5K ﹤0.01%
200
1636
$5K ﹤0.01%
21
1637
$5K ﹤0.01%
+81
1638
$5K ﹤0.01%
31
+19
1639
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100
1640
$5K ﹤0.01%
+150
1641
$5K ﹤0.01%
167
1642
$5K ﹤0.01%
100
+7
1643
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39
1644
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29
1645
$5K ﹤0.01%
+300
1646
$5K ﹤0.01%
194
1647
$5K ﹤0.01%
212
1648
$5K ﹤0.01%
+100
1649
$5K ﹤0.01%
224
1650
$5K ﹤0.01%
46