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
2226
-345
2227
0
2228
$0 ﹤0.01%
2