PAMG
Patton Albertson Miller Group Portfolio holdings
AUM
$760M
This Quarter Return
+7.38%
1 Year Return
+18.3%
3 Year Return
+76.74%
5 Year Return
+134.53%
10 Year Return
+263.03%
AUM
$518M
AUM Growth
+$518M
(-5.2%)
Cap. Flow
-$58M
Cap. Flow
% of AUM
-11.2%
Top 10 Holdings %
Top 10 Hldgs %
25.51%
Holding
221
New
6
Increased
27
Reduced
147
Closed
16
Top Buys
| 1 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$4.96M |
| 2 |
Adobe
ADBE
|
$4.16M |
| 3 |
Bunge Global
BG
|
$2.42M |
| 4 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
$1.55M |
| 5 |
iShares US Technology ETF
IYW
|
$992K |
Top Sells
Sector Composition
| 1 | Technology | 17% |
| 2 | Healthcare | 10.76% |
| 3 | Industrials | 9.63% |
| 4 | Financials | 8.17% |
| 5 | Consumer Staples | 6.96% |
