PFP

Patriot Financial Partners Portfolio holdings

AUM $284M
1-Year Est. Return 20.43%
This Quarter Est. Return
1 Year Est. Return
+20.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$7.8M
2
+$4.46M
3
+$4.21M
4
OSBC icon
Old Second Bancorp
OSBC
+$4.16M
5
HBMD
Howard Bancorp, Inc. Common Stock
HBMD
+$1.09M

Top Sells

1
+$224K
2
+$175K
3
+$125K
4
TBBK icon
The Bancorp
TBBK
+$121K
5
LBC
Luther Burbank Corporation Common Stock
LBC
+$30K

Sector Composition

1 Financials 99.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-13,000
27
– –
-12,000
1
2