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
$246M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$5.45M
2
+$3.65M
3
+$2.97M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.54M
5
AAPL icon
Apple
AAPL
+$2.39M

Top Sells

1
+$1.29M
2
+$1.23M
3
+$1.11M
4
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$963K
5
DNL icon
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
+$842K

Sector Composition

1 Healthcare 19.01%
2 Consumer Staples 14.87%
3 Financials 11.88%
4 Technology 11.17%
5 Energy 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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