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
$210M
AUM Growth
-$130K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1 +$6.06M
2 +$47.9K

Top Sells

1 +$5.46M
2 +$2.54M
3 +$2.48M

Sector Composition

1 Financials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$47.1M 22.41%
4,485,909
2
$35.5M 16.89%
2,037,289
3
$27.2M 12.93%
1,071,806
-100,000
4
$24.3M 11.53%
668,684
+167,100
5
$23.6M 11.2%
1,902,585
-200,001
6
$19.5M 9.25%
808,514
7
$17.2M 8.19%
1,597,437
8
$7.36M 3.5%
903,231
9
$6.1M 2.9%
111,800
-100,000
10
$2.52M 1.2%
155,482
+2,958