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
$189M
AUM Growth
+$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.21M
3
+$2.01M
4
ALGN icon
Align Technology
ALGN
+$2M
5
ADM icon
Archer Daniels Midland
ADM
+$1.96M

Top Sells

1
+$1.76M
2
+$1.74M
3
+$1.72M
4
HES
Hess
HES
+$1.67M
5
DIS icon
Walt Disney
DIS
+$1.58M

Sector Composition

1 Consumer Discretionary 12.28%
2 Financials 8.85%
3 Industrials 8.79%
4 Technology 7.61%
5 Healthcare 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.88M 1%
5,903
+1,286
27
$1.88M 1%
+15,597
28
$1.88M 0.99%
+109,909
29
$1.87M 0.99%
+15,300
30
$1.87M 0.99%
+14,458
31
$1.84M 0.97%
20,388
+7,105
32
$1.82M 0.96%
+6,435
33
$1.81M 0.96%
+29,198
34
$1.8M 0.95%
+32,922
35
$1.76M 0.93%
3,163
+40
36
$1.75M 0.92%
12,270
-2,536
37
$1.74M 0.92%
+796
38
$1.72M 0.91%
40,423
-6,175
39
$1.66M 0.88%
20,292
+4,603
40
$1.66M 0.88%
56,718
-16,079
41
$1.65M 0.87%
+50,112
42
$1.57M 0.83%
11,495
+3,113
43
$1.54M 0.81%
+35,333
44
$1.52M 0.8%
+39,032
45
$1.51M 0.8%
2,352
+116
46
$1.5M 0.79%
+40,315
47
$1.47M 0.78%
+2,263
48
$1.44M 0.76%
42,860
+36,052
49
$1.38M 0.73%
+64,898
50
$1.36M 0.72%
14,184
+617
1
2
3 4 5