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
1951
$1K ﹤0.01%
18
1952
$1K ﹤0.01%
+19
1953
$1K ﹤0.01%
25
1954
$1K ﹤0.01%
+1
1955
$1K ﹤0.01%
10
1956
$1K ﹤0.01%
24
1957
$1K ﹤0.01%
100
1958
$1K ﹤0.01%
18
1959
$1K ﹤0.01%
25
-87
1960
$1K ﹤0.01%
5
1961
0
1962
$1K ﹤0.01%
39
+6
1963
$1K ﹤0.01%
20
1964
$1K ﹤0.01%
34
1965
$1K ﹤0.01%
7
1966
$1K ﹤0.01%
8
1967
$1K ﹤0.01%
13
1968
$1K ﹤0.01%
+20
1969
$1K ﹤0.01%
6
1970
$1K ﹤0.01%
22
1971
$1K ﹤0.01%
+26
1972
$1K ﹤0.01%
1
-1
1973
$1K ﹤0.01%
+9
1974
$1K ﹤0.01%
85
1975
$1K ﹤0.01%
47