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
$306M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$9.12M
2 +$6.78M
3 +$1.73M

Top Sells

1 +$13.2M

Sector Composition

1 Financials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$79.6M 26%
4,485,909
2
$51.9M 16.94%
2,315,589
3
$51.6M 16.86%
1,217,214
+215,000
4
$44.7M 14.58%
764,884
5
$28.6M 9.33%
2,031,437
6
$15.5M 5.05%
1,000,232
-855,000
7
$14.2M 4.64%
1,217,531
8
$13.4M 4.39%
373,482
+48,000
9
$6.78M 2.21%
+475,000