PFM

Patton Fund Management Portfolio holdings

AUM $746M
1-Year Est. Return 28.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.86%
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
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-92,868
79
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-55,538
80
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-24,947
81
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-34,206
82
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-25,926
83
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-38,279
84
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-7,425
85
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-35,788
86
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-45,638
87
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-22,381
88
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-17,915
89
– –
-21,624
1 2 3
4