PAMG
Patton Albertson Miller Group Portfolio holdings
AUM
$760M
1-Year Return
18.3%
This Quarter Return
+12.97%
1 Year Return
+18.3%
3 Year Return
+76.74%
5 Year Return
+134.53%
10 Year Return
+263.03%
AUM
$760M
AUM Growth
+$86.3M
(+13%)
Cap. Flow
+$16.6M
Cap. Flow
% of AUM
2.18%
Top 10 Holdings %
Top 10 Hldgs %
30.39%
Holding
224
New
10
Increased
87
Reduced
77
Closed
11
Top Buys
| 1 |
Applovin
APP
|
$4.88M |
| 2 |
Microsoft
MSFT
|
$3.43M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$3.2M |
| 4 |
Apple
AAPL
|
$3.03M |
| 5 |
iShares US Technology ETF
IYW
|
$1.95M |
Top Sells
| 1 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$4.17M |
| 2 |
Travelers Companies
TRV
|
$1.79M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.52M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$1.37M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.07M |
Sector Composition
| 1 | Technology | 22.67% |
| 2 | Financials | 9.31% |
| 3 | Industrials | 9.19% |
| 4 | Healthcare | 6.87% |
| 5 | Communication Services | 6.16% |
