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
1701
$4K ﹤0.01%
+50
1702
$4K ﹤0.01%
38
-1
1703
$4K ﹤0.01%
51
1704
$4K ﹤0.01%
460
1705
$4K ﹤0.01%
300
1706
$4K ﹤0.01%
28
1707
$4K ﹤0.01%
17
+13
1708
$4K ﹤0.01%
300
1709
$4K ﹤0.01%
49
1710
$4K ﹤0.01%
87
1711
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19
1712
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200
1713
$4K ﹤0.01%
48
1714
$4K ﹤0.01%
48
1715
$4K ﹤0.01%
225
+22
1716
$4K ﹤0.01%
24
1717
$4K ﹤0.01%
71
1718
$4K ﹤0.01%
+30
1719
$4K ﹤0.01%
37
1720
$4K ﹤0.01%
140
1721
$4K ﹤0.01%
41
-6
1722
$4K ﹤0.01%
142
+1
1723
$4K ﹤0.01%
40
1724
$4K ﹤0.01%
462
1725
$4K ﹤0.01%
122