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PP

Patten & Patten Portfolio holdings

AUM $1.66B
1-Year Est. Return 18.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
+$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$2.81M
3
+$2.23M
4
SCHW
Charles Schwab
SCHW
+$1.11M
5
WMT icon
Walmart Inc
WMT
+$1.06M

Top Sells

1
+$7.02M
2
+$3.28M
3
+$3.04M
4
LULU icon
lululemon athletica
LULU
+$2.03M
5
ABT icon
Abbott
ABT
+$1.75M

Sector Composition

1 Technology 24.08%
2 Healthcare 12.68%
3 Consumer Discretionary 11.3%
4 Financials 9.88%
5 Industrials 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$45.3K ﹤0.01%
13,250
-10,700
277
$24.8K ﹤0.01%
33,300
278
$11.8K ﹤0.01%
10,715
279
– –
-4,635
280
– –
-1,253
281
– –
-12,739
282
– –
-4,270
283
– –
-4,546
284
– –
-5,677
285
– –
-1,654
286
– –
-3,366
287
– –
-5,100
8 9 10 11
12