PAMG
Patton Albertson Miller Group Portfolio holdings
AUM
$760M
1-Year Return
18.3%
This Quarter Return
-2.63%
1 Year Return
+18.3%
3 Year Return
+76.74%
5 Year Return
+134.53%
10 Year Return
+263.03%
AUM
$510M
AUM Growth
-$7.84M
(-1.5%)
Cap. Flow
+$7.77M
Cap. Flow
% of AUM
1.52%
Top 10 Holdings %
Top 10 Hldgs %
24.6%
Holding
215
New
10
Increased
72
Reduced
89
Closed
11
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$3.68M |
| 2 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$3.22M |
| 3 |
VanEck High Yield Muni ETF
HYD
|
$1.85M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$1.1M |
| 5 |
VanEck Morningstar SMID Moat ETF
SMOT
|
$774K |
Top Sells
Sector Composition
| 1 | Technology | 16.85% |
| 2 | Healthcare | 10.73% |
| 3 | Industrials | 9.57% |
| 4 | Financials | 8.18% |
| 5 | Consumer Staples | 6.79% |
