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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
$746M
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1 +$8.89M
2 +$7.68M
3 +$7.46M
4
RL icon
Ralph Lauren
RL
+$7.45M
5
CSCO icon
Cisco
CSCO
+$7.44M

Top Sells

1 +$47.1M
2 +$4.58M
3 +$4.57M
4
PODD icon
Insulet
PODD
+$4.38M
5
T icon
AT&T
T
+$4.12M

Sector Composition

1 Technology 18.69%
2 Financials 9.44%
3 Consumer Discretionary 8.3%
4 Healthcare 6.81%
5 Utilities 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SHW icon
426
Sherwin-Williams
SHW
$78.3B
$215K 0.03%
663
DVA icon
427
DaVita
DVA
$13.4B
$215K 0.03%
1,890
+177
VRSN icon
428
VeriSign
VRSN
$25.5B
$215K 0.03%
883
-10,560
SJM icon
429
J.M. Smucker
SJM
$12.4B
$214K 0.03%
2,193
+124
Q
430
Qnity Electronics Inc
Q
$31.5B
$214K 0.03%
+2,627
AMD icon
431
Advanced Micro Devices
AMD
$834B
$214K 0.03%
1,001
-728
CSGP icon
432
CoStar Group
CSGP
$13.4B
$214K 0.03%
3,181
+522
ADM icon
433
Archer Daniels Midland
ADM
$38.7B
$214K 0.03%
3,720
-951
GDDY icon
434
GoDaddy
GDDY
$10.1B
$214K 0.03%
1,723
+245
TPL icon
435
Texas Pacific Land
TPL
$26.1B
$214K 0.03%
+744
DD icon
436
DuPont de Nemours
DD
$19.5B
$214K 0.03%
5,313
-2,701
DPZ icon
437
Domino's
DPZ
$10.8B
$213K 0.03%
+512
CMS icon
438
CMS Energy
CMS
$22.7B
$213K 0.03%
3,051
APD icon
439
Air Products & Chemicals
APD
$62.7B
$213K 0.03%
863
+40
DLR icon
440
Digital Realty Trust
DLR
$64.7B
$213K 0.03%
1,377
FICO icon
441
Fair Isaac
FICO
$27.3B
$213K 0.03%
+126
PHM icon
442
Pultegroup
PHM
$23.5B
$213K 0.03%
1,816
-345
SRE icon
443
Sempra
SRE
$60.3B
$213K 0.03%
2,408
-540
AAPL icon
444
Apple
AAPL
$4.28T
$213K 0.03%
782
-269
IDXX icon
445
Idexx Laboratories
IDXX
$44.2B
$212K 0.03%
314
-188
FTNT icon
446
Fortinet
FTNT
$107B
$212K 0.03%
2,671
+271
TSCO icon
447
Tractor Supply
TSCO
$16.4B
$212K 0.03%
4,239
-173
SYK icon
448
Stryker
SYK
$120B
$212K 0.03%
603
MDLZ icon
449
Mondelez International
MDLZ
$80.9B
$212K 0.03%
3,933
+575
HD icon
450
Home Depot
HD
$327B
$212K 0.03%
615