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
$254M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$2.31M

Top Sells

1 +$14.4M

Sector Composition

1 Financials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$57.6M 22.62%
4,485,909
2
$52.6M 20.66%
2,315,589
3
$35.3M 13.86%
1,002,214
4
$32.2M 12.65%
764,884
5
$25.9M 10.17%
2,031,437
6
$23.7M 9.32%
1,855,232
7
$12.8M 5.01%
1,217,531
8
$8.79M 3.46%
325,482
+85,390
9
$5.74M 2.26%
191,306
-480,500