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
$287M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.39M
3
+$4.17M
4
TDG icon
TransDigm Group
TDG
+$4.11M
5
WU icon
Western Union
WU
+$4.02M

Top Sells

1
+$5.88M
2
+$3.37M
3
+$3.13M
4
BSX icon
Boston Scientific
BSX
+$3.11M
5
HAS icon
Hasbro
HAS
+$3.06M

Sector Composition

1 Industrials 10.54%
2 Consumer Discretionary 10.25%
3 Financials 9.99%
4 Technology 9.88%
5 Consumer Staples 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$291K 0.1%
+1,879
77
$278K 0.1%
+4,128
78
$208K 0.07%
+2,028
79
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85
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86
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88
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89
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90
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91
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92
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96
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98
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99
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-32,557
100
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-2,154
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4
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