PG

Patten Group Portfolio holdings

AUM $514M
1-Year Est. Return 18.86%
This Quarter Est. Return
1 Year Est. Return
+18.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
+$2.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$1.22M
3
+$1.17M
4
CSCO icon
Cisco
CSCO
+$704K
5
PNFP icon
Pinnacle Financial Partners
PNFP
+$517K

Top Sells

1
+$1.62M
2
+$1.56M
3
+$1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$737K
5
PRU icon
Prudential Financial
PRU
+$638K

Sector Composition

1 Consumer Staples 15.24%
2 Financials 11.95%
3 Industrials 10.23%
4 Healthcare 9.8%
5 Technology 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$71.9K 0.03%
6,000
252
$71.9K 0.03%
3,025
253
$71.3K 0.03%
1,937
254
$70.6K 0.03%
5,386
-300
255
$68.9K 0.03%
390
256
$68.8K 0.03%
1,455
257
$68.4K 0.03%
610
+40
258
$67.6K 0.03%
2,400
259
$67.4K 0.03%
2,049
260
$66.5K 0.03%
5,422
261
$66.4K 0.03%
1,000
262
$65.9K 0.03%
2,425
-155
263
$65.8K 0.03%
1,835
+200
264
$65.8K 0.03%
2,295
+65
265
$64.5K 0.03%
1,261
-900
266
$63.7K 0.03%
1,080
267
$63.5K 0.03%
1,360
268
$63.4K 0.03%
1,516
+500
269
$61.9K 0.03%
1,062
+325
270
$61.6K 0.03%
900
271
$61.3K 0.03%
1,510
272
$60.8K 0.03%
+1,775
273
$60.3K 0.03%
728
274
$60.2K 0.03%
1,210
275
$60K 0.03%
1,815
9 10
11
12 13