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
$173M
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$3.65M
2 +$2.06M

Top Sells

1 +$14.4M
2 +$11.1M
3 +$4.51M

Sector Composition

1 Financials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$55M 31.8%
2,850,564
2
$43.4M 25.07%
1,191,207
3
$39.5M 22.81%
1,391,767
4
$22.1M 12.8%
2,060,302
5
$7.31M 4.22%
323,980
-200,000
6
$3.65M 2.11%
+71,355
7
$2.06M 1.19%
+150,000
8
-1,056,300
9
-545,919