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
$342M
AUM Growth
-$8.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$3.46M
3
+$3.45M
4
ACGL icon
Arch Capital
ACGL
+$3.36M
5
MGM icon
MGM Resorts International
MGM
+$3.35M

Top Sells

1
+$52.6M
2
+$3.31M
3
+$3.26M
4
NUE icon
Nucor
NUE
+$3.24M
5
STLD icon
Steel Dynamics
STLD
+$2.92M

Sector Composition

1 Technology 13.44%
2 Consumer Discretionary 8.91%
3 Healthcare 8.21%
4 Financials 8.1%
5 Industrials 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.88M 0.84%
8,348
+5,508
52
$2.88M 0.84%
+35,316
53
$2.8M 0.82%
41,108
-3,014
54
$2.65M 0.78%
+12,561
55
$2.64M 0.77%
+16,619
56
$2.55M 0.75%
+22,405
57
$2.54M 0.74%
+9,712
58
$2.44M 0.71%
124,988
-1,075
59
$2.41M 0.71%
+28,619
60
$2.27M 0.66%
+7,869
61
$2.12M 0.62%
2,684
-160
62
$2.04M 0.6%
4,198
-302
63
$2.04M 0.6%
21,530
-1,651
64
$2M 0.58%
+3,696
65
$1.84M 0.54%
6,162
-395
66
$1.72M 0.5%
20,267
-1,087
67
$1.68M 0.49%
3,657
-207
68
$1.55M 0.45%
8,670
-1,275
69
$623K 0.18%
7,683
-319
70
$310K 0.09%
2,989
+116
71
$285K 0.08%
640
-117,997
72
$221K 0.06%
+2,128
73
$216K 0.06%
+530
74
$204K 0.06%
+2,442
75
$201K 0.06%
+699
1 2
3
4 5