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PP
Patten & Patten Portfolio holdings
AUM
$1.66B
1-Year Est. Return
18.12%
This Fund
S&P 500
1 Year Est. Return
+18.12%
AUM
$1.7B
AUM Growth
+$1.95M
(+0.11%)
Holding
354
Top Buys
| 1 | +$7.32M | |
| 2 | +$5.43M | |
| 3 | +$4.14M | |
| 4 |
SPDR Gold Trust
GLD
|
+$2.87M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$2.53M |
Top Sells
| 1 | +$10.9M | |
| 2 | +$6.5M | |
| 3 | +$5.84M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$2.83M |
| 5 |
Microsoft
MSFT
|
+$2.27M |
Sector Composition
| 1 | Technology | 19.58% |
| 2 | Financials | 9.58% |
| 3 | Healthcare | 9.05% |
| 4 | Consumer Discretionary | 8.09% |
| 5 | Industrials | 7.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
XPO
XPO
$25.4B
| – | – |
-2,600
|
|
||
352
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.66B
| – | – |
-3,570
|
|
||
353
Alibaba
BABA
$265B
| – | – |
-1,267
|
|
||
354
BlackRock Flexible Income ETF
BINC
$16.2B
| – | – |
-4,075
|
|