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
51
$1.24M 0.66%
5,568
-4,032
52
$1.23M 0.66%
+20,720
53
$1.22M 0.65%
+15,689
54
$1.22M 0.65%
91,080
-47,320
55
$1.21M 0.64%
+26,740
56
$1.18M 0.63%
13,283
-9,647
57
$1.15M 0.61%
8,382
-3,991
58
$1.13M 0.6%
+8,188
59
$1.12M 0.6%
4,816
-2,267
60
$1.12M 0.59%
2,233
-1,133
61
$1.11M 0.59%
4,003
-1,960
62
$1.1M 0.58%
8,749
-4,331
63
$1.09M 0.58%
38,450
-17,400
64
$1.09M 0.58%
5,463
-2,743
65
$1.08M 0.57%
8,123
-4,021
66
$1.07M 0.57%
8,950
-4,295
67
$1.06M 0.57%
2,034
-957
68
$1.06M 0.56%
+10,033
69
$1.05M 0.56%
4,529
-1,965
70
$1.04M 0.55%
5,692
-2,464
71
$1.04M 0.55%
+10,728
72
$1M 0.54%
4,985
-1,955
73
$999K 0.53%
+7,246
74
$999K 0.53%
12,728
-5,756
75
$980K 0.52%
+21,379
1 2
3
4 5