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
$250M
AUM Growth
-$1.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$3.45M
3
+$3.43M
4
NEM icon
Newmont
NEM
+$3.42M
5
MSI icon
Motorola Solutions
MSI
+$3.4M

Top Sells

1
+$36.8M
2
+$6.47M
3
+$3.04M
4
TSS
Total System Services, Inc.
TSS
+$2.77M
5
CSX icon
CSX Corp
CSX
+$2.4M

Sector Composition

1 Technology 13.98%
2 Financials 9.69%
3 Consumer Staples 9.44%
4 Healthcare 9.36%
5 Consumer Discretionary 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$650K 0.26%
5,874
+814
77
$205K 0.08%
+2,154
78
– –
-35,788
79
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-7,425
80
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-92,868
81
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-17,915
82
– –
-21,624
83
– –
-38,279
84
– –
-55,538
85
– –
-24,947
86
– –
-34,206
87
– –
-25,926
88
– –
-45,638
89
– –
-22,381
1 2 3
4