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
401
$217K 0.04%
1,056
402
$217K 0.04%
2,369
403
$216K 0.04%
4,652
404
$214K 0.04%
799
405
$214K 0.04%
3,934
+301
406
$214K 0.04%
1,160
407
$213K 0.04%
2,711
408
$213K 0.04%
964
409
$213K 0.04%
1,529
410
$212K 0.04%
+1,721
411
$212K 0.04%
2,197
412
$212K 0.04%
706
+55
413
$212K 0.04%
683
414
$211K 0.04%
1,501
415
$211K 0.04%
695
416
$211K 0.04%
2,161
417
$211K 0.04%
598
418
$211K 0.04%
2,349
419
$210K 0.04%
1,367
420
$210K 0.04%
1,434
421
$210K 0.04%
3,358
422
$210K 0.04%
834
+65
423
$209K 0.04%
1,289
424
$209K 0.04%
2,759
425
$209K 0.04%
1,383
15 16
17
18 19