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
$188M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.99M
3
+$1.77M
4
RHI icon
Robert Half
RHI
+$1.77M
5
EXPE icon
Expedia Group
EXPE
+$1.76M

Top Sells

1
+$2.52M
2
+$2.08M
3
+$2M
4
ANSS
Ansys
ANSS
+$1.9M
5
CPRT icon
Copart
CPRT
+$1.8M

Sector Composition

1 Technology 10.71%
2 Consumer Discretionary 9.78%
3 Industrials 7.87%
4 Financials 7.47%
5 Communication Services 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.58M 0.84%
+8,590
27
$1.58M 0.84%
+21,512
28
$1.54M 0.82%
3,123
-3,570
29
$1.52M 0.81%
23,966
-13,989
30
$1.52M 0.81%
4,617
-2,490
31
$1.52M 0.81%
+142,226
32
$1.49M 0.79%
5,749
-3,274
33
$1.47M 0.78%
+15,791
34
$1.46M 0.78%
13,208
-6,107
35
$1.45M 0.77%
44,527
+15,169
36
$1.43M 0.76%
2,917
-1,650
37
$1.38M 0.73%
+10,195
38
$1.37M 0.73%
3,974
-2,207
39
$1.35M 0.72%
10,169
-5,471
40
$1.33M 0.71%
+10,953
41
$1.33M 0.71%
13,567
-6,978
42
$1.3M 0.69%
4,482
-2,354
43
$1.3M 0.69%
+29,852
44
$1.29M 0.69%
+7,307
45
$1.29M 0.69%
10,048
-5,532
46
$1.28M 0.68%
2,236
-1,194
47
$1.27M 0.68%
6,931
-3,498
48
$1.27M 0.67%
+3,388
49
$1.25M 0.67%
8,551
-8,997
50
$1.24M 0.66%
5,008
-2,474
1
2
3 4 5