PAMG

Patton Albertson Miller Group Portfolio holdings

AUM $828M
1-Year Est. Return 21.8%
This Quarter Est. Return
1 Year Est. Return
+21.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$490M
AUM Growth
-$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$3.08M
3
+$2.94M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$2.73M
5
CVLG icon
Covenant Logistics
CVLG
+$1.69M

Top Sells

1
+$2.81M
2
+$2.46M
3
+$2.18M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.93M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$1.33M

Sector Composition

1 Technology 13.16%
2 Healthcare 12.39%
3 Financials 8.76%
4 Consumer Staples 7.54%
5 Industrials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
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