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
$200M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1 +$29.9M
2 +$5.58M
3 +$4.09M

Top Sells

1 +$7.31M
2 +$3.65M

Sector Composition

1 Financials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$55.7M 27.91%
2,850,564
2
$41.5M 20.77%
1,391,767
3
$38.7M 19.37%
1,191,207
4
$29.9M 14.98%
+1,662,399
5
$21.9M 10.99%
2,060,302
6
$5.58M 2.8%
+225,534
7
$4.09M 2.05%
+100,000
8
$2.29M 1.14%
150,000
9
-71,355
10
-323,980