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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
PEP icon
501
PepsiCo
PEP
$197B
-1,922
PFE icon
502
Pfizer
PFE
$149B
-9,610
PYPL icon
503
PayPal
PYPL
$36.6B
-3,370
SLB icon
504
SLB Ltd
SLB
$84B
-6,381
SMCI icon
505
Super Micro Computer
SMCI
$18.3B
-5,646