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
426
$208K 0.04%
158
427
$208K 0.04%
3,214
428
$208K 0.04%
1,673
429
$208K 0.04%
+6,587
430
$207K 0.04%
4,598
431
$207K 0.04%
903
432
$207K 0.04%
1,273
433
$207K 0.04%
5,977
434
$207K 0.04%
7,060
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435
$207K 0.04%
3,073
436
$206K 0.04%
1,069
437
$206K 0.04%
1,932
438
$206K 0.04%
216
439
$205K 0.04%
8,682
440
$205K 0.04%
+5,006
441
$205K 0.04%
2,335
442
$205K 0.04%
3,051
443
$205K 0.04%
2,280
444
$204K 0.04%
261
445
$204K 0.04%
6,497
446
$204K 0.04%
3,234
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447
$204K 0.04%
2,974
448
$204K 0.04%
2,439
+190
449
$203K 0.04%
2,535
+190
450
$202K 0.04%
1,004
16 17
18
19 20