PFM

Patton Fund Management Portfolio holdings

AUM $589M
1-Year Est. Return 38.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$556M
AUM Growth
+$99.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$45.3M
2
+$4.55M
3
+$4.4M
4
PODD icon
Insulet
PODD
+$4.38M
5
ULTA icon
Ulta Beauty
ULTA
+$4.29M

Top Sells

1
+$3.14M
2
+$3.11M
3
+$3.04M
4
EQT icon
EQT Corp
EQT
+$2.78M
5
KMI icon
Kinder Morgan
KMI
+$2.76M

Sector Composition

1 Technology 11.84%
2 Financials 11.34%
3 Industrials 7.02%
4 Utilities 5.54%
5 Consumer Discretionary 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$227K 0.04%
2,401
352
$226K 0.04%
946
353
$226K 0.04%
3,370
354
$226K 0.04%
2,146
355
$225K 0.04%
2,896
356
$225K 0.04%
400
357
$225K 0.04%
3,083
358
$225K 0.04%
2,069
359
$224K 0.04%
823
360
$224K 0.04%
2,659
361
$224K 0.04%
3,380
362
$224K 0.04%
656
363
$224K 0.04%
5,767
364
$224K 0.04%
3,051
365
$223K 0.04%
826
366
$223K 0.04%
6,836
367
$223K 0.04%
458
368
$223K 0.04%
603
369
$222K 0.04%
+788
370
$222K 0.04%
2,627
371
$222K 0.04%
2,091
372
$222K 0.04%
1,394
373
$222K 0.04%
2,140
374
$222K 0.04%
+5,215
375
$221K 0.04%
1,117
13 14
15
16 17