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
$223M
AUM Growth
+$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$3.92M

Top Sells

1 +$5.81M

Sector Composition

1 Financials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$59.1M 26.58%
2,850,564
2
$52.6M 23.64%
1,891,767
3
$31.1M 13.99%
1,191,207
+150,000
4
$25.9M 11.62%
1,048,980
5
$22.6M 10.14%
2,060,302
6
$14.2M 6.39%
1,056,300
7
$12.9M 5.8%
545,919
8
$4.1M 1.84%
359,726
9
-243,242