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
$308M
AUM Growth
-$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1 +$72.8K

Top Sells

1 +$3.34M
2 +$81.2K

Sector Composition

1 Financials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$60.8M 19.76%
3,452,585
2
$58.4M 18.98%
2,078,289
3
$51.8M 16.82%
4,485,909
4
$28.7M 9.33%
413,925
5
$24.7M 8.03%
848,214
6
$22.3M 7.24%
1,594,437
7
$20.6M 6.69%
1,895,213
8
$13M 4.22%
953,231
9
$9.1M 2.96%
1,249,724
+10,000
10
$8.08M 2.62%
603,664
-250,000
11
$5.87M 1.91%
319,118
12
$4.42M 1.44%
184,850
-3,391