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
$189M
AUM Growth
-$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$11.6M
2 +$655K
3 +$613K
4
AMLP icon
Alerian MLP ETF
AMLP
+$444K
5
T icon
AT&T
T
+$333K

Top Sells

1 +$1.95M
2 +$1.64M
3 +$1.4M
4
MET icon
MetLife
MET
+$1.37M
5
EBAY icon
eBay
EBAY
+$1.3M

Sector Composition

1 Healthcare 18.28%
2 Consumer Staples 14.76%
3 Technology 11%
4 Financials 10.44%
5 Industrials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-4,761
127
-6,984