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
$162M
AUM Growth
-$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1 +$11.4M
2 +$2.17M
3 +$2.12M
4
CLX icon
Clorox
CLX
+$1.84M
5
KR icon
Kroger
KR
+$1.79M

Top Sells

1 +$4.32M
2 +$3.83M
3 +$3.73M
4
MKTX icon
MarketAxess Holdings
MKTX
+$3.67M
5
CMI icon
Cummins
CMI
+$3.4M

Sector Composition

1 Technology 11.46%
2 Consumer Staples 10.88%
3 Financials 8.97%
4 Utilities 5.7%
5 Industrials 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$573K 0.35%
+4,673
77
$519K 0.32%
+3,109
78
$514K 0.32%
5,041
-14,136
79
$465K 0.29%
21,119
-57,419
80
$38K 0.02%
+12,135
81
-15,178
82
-21,353
83
-32,528
84
-1,879
85
-83,475
86
-74,794
87
-9,685
88
-2,028
89
-91,714
90
-14,454
91
-33,564
92
-25,765
93
-27,969
94
-4,128
95
-19,017
96
-167,250
97
-2,366
98
-21,961