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
$180M
AUM Growth
-$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$4.32M
3
+$2.6M
4
EQBK icon
Equity Bancshares
EQBK
+$1.66M
5
RBNC
Reliant Bancorp, Inc. Common Stock
RBNC
+$1.35M

Top Sells

1
+$37.3M
2
+$1.32M
3
+$119K
4
LBC
Luther Burbank Corporation Common Stock
LBC
+$100K
5
CWBC
Community West BanCshares
CWBC
+$85K

Sector Composition

1 Financials 94.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-10,097
1
2