PFM

Patton Fund Management Portfolio holdings

AUM $556M
1-Year Est. Return 28.36%
This Quarter Est. Return
1 Year Est. Return
+28.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$287M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.39M
3
+$4.17M
4
TDG icon
TransDigm Group
TDG
+$4.11M
5
WU icon
Western Union
WU
+$4.02M

Top Sells

1
+$5.88M
2
+$3.37M
3
+$3.13M
4
BSX icon
Boston Scientific
BSX
+$3.11M
5
HAS icon
Hasbro
HAS
+$3.06M

Sector Composition

1 Industrials 10.54%
2 Consumer Discretionary 10.25%
3 Financials 9.99%
4 Technology 9.88%
5 Consumer Staples 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.73M 1.3%
+91,714
27
$3.71M 1.29%
43,652
+994
28
$3.68M 1.28%
6,305
+38
29
$3.67M 1.28%
9,685
+45
30
$3.67M 1.28%
+69,568
31
$3.65M 1.27%
+48,188
32
$3.63M 1.27%
39,909
+442
33
$3.6M 1.26%
+50,491
34
$3.6M 1.25%
13,929
+62
35
$3.59M 1.25%
28,828
+202
36
$3.57M 1.25%
+40,091
37
$3.54M 1.23%
31,626
+151
38
$3.53M 1.23%
17,484
+91
39
$3.47M 1.21%
11,617
+86
40
$3.46M 1.21%
+89,256
41
$3.45M 1.2%
+906
42
$3.4M 1.19%
19,017
+165
43
$3.3M 1.15%
15,718
+549
44
$3.25M 1.13%
54,673
+2,731
45
$3.06M 1.07%
21,353
+163
46
$3.03M 1.06%
+25,080
47
$2.99M 1.04%
9,194
+66
48
$2.95M 1.03%
10,028
+91
49
$2.83M 0.99%
+35,932
50
$2.82M 0.98%
2,366
+110
1
2
3 4 5