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
$199M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$7.32M
2
+$2.29M
3
+$1.33M
4
SH icon
ProShares Short S&P500
SH
+$1.19M
5
PYPL icon
PayPal
PYPL
+$1.07M

Top Sells

1
+$2.05M
2
+$1.06M
3
+$714K
4
HPQ icon
HP
HPQ
+$654K
5
AAPL icon
Apple
AAPL
+$610K

Sector Composition

1 Healthcare 17.93%
2 Consumer Staples 14.6%
3 Technology 10.65%
4 Financials 10.53%
5 Industrials 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.46M 0.73%
56,677
-1,633
52
$1.44M 0.73%
15,490
+85
53
$1.42M 0.71%
69,573
-7,203
54
$1.38M 0.69%
22,156
-1,812
55
$1.36M 0.69%
17,877
-2,987
56
$1.29M 0.65%
35,331
-718
57
$1.28M 0.65%
14,605
-400
58
$1.28M 0.64%
17,693
-1,723
59
$1.2M 0.6%
8,286
-1,303
60
$1.19M 0.6%
+7,104
61
$1.17M 0.59%
28,711
-2,622
62
$1.15M 0.58%
13,177
-370
63
$1.14M 0.57%
14,531
-2,937
64
$1.13M 0.57%
23,783
-4,906
65
$1.12M 0.56%
25,009
-750
66
$1.12M 0.56%
16,601
-3,894
67
$1.07M 0.54%
19,472
-5,743
68
$1.07M 0.54%
+29,571
69
$1.07M 0.54%
9,325
+3,320
70
$1.05M 0.53%
19,497
-499
71
$1.02M 0.52%
9,636
-1,642
72
$975K 0.49%
10,349
-3,085
73
$968K 0.49%
9,938
+836
74
$958K 0.48%
36,868
+46
75
$884K 0.44%
39,397
-7,232
1 2
3
4 5