PAMG

Patton Albertson Miller Group Portfolio holdings

AUM $760M
1-Year Est. Return 18.3%
This Quarter Est. Return
1 Year Est. Return
+18.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$545M
AUM Growth
+$79.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$23.2M
2 +$13.2M
3 +$12.6M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.99M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$4.94M

Top Sells

1 +$4.04M
2 +$3.6M
3 +$2.1M
4
IYE icon
iShares US Energy ETF
IYE
+$1.87M
5
VZ icon
Verizon
VZ
+$1.85M

Sector Composition

1 Healthcare 11.29%
2 Technology 11.1%
3 Financials 8.33%
4 Industrials 7.75%
5 Consumer Staples 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-10,425