PFM

Patton Fund Management Portfolio holdings

AUM $746M
1-Year Est. Return 28.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$457M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$3.45M
3
+$3.3M
4
EVRG icon
Evergy
EVRG
+$3.26M
5
COR icon
Cencora
COR
+$3.25M

Top Sells

1
+$6.64M
2
+$4.99M
3
+$4.72M
4
MSI icon
Motorola Solutions
MSI
+$4.51M
5
NVDA icon
NVIDIA
NVDA
+$4.18M

Sector Composition

1 Financials 13.17%
2 Technology 9.21%
3 Utilities 6.75%
4 Consumer Discretionary 5.72%
5 Healthcare 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$218K 0.05%
+4,652
402
$218K 0.05%
+1,367
403
$218K 0.05%
+5,333
404
$218K 0.05%
+1,932
405
$218K 0.05%
+1,069
406
$218K 0.05%
+1,424
407
$217K 0.05%
+5,485
408
$217K 0.05%
+3,192
409
$217K 0.05%
+3,214
410
$217K 0.05%
+656
411
$217K 0.05%
+2,904
412
$217K 0.05%
+1,837
413
$216K 0.05%
+1,634
414
$216K 0.05%
+12,354
415
$216K 0.05%
+2,060
416
$216K 0.05%
+1,673
417
$216K 0.05%
+6,381
418
$216K 0.05%
+1,051
419
$215K 0.05%
+2,401
420
$215K 0.05%
+10,565
421
$215K 0.05%
+2,241
422
$215K 0.05%
+2,040
423
$215K 0.05%
+1,739
424
$214K 0.05%
+2,063
425
$214K 0.05%
+6,520
15 16
17
18 19