Asset Manager
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Patriot Financial Group Insurance Agency, LLC
182 TURNPIKE ROAD SUITE 200, WESTBOROUGH, MA 01581 • 401-262-2047
Market Value
$0
Holdings
0
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 58.9% |
| Technology | 14.6% |
| Communication Services | 5.7% |
| Consumer Cyclical | 4.6% |
| Healthcare | 4.4% |
Portfolio Analytics
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# Stocks
0
# ETFs / Funds
0