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
$185M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.96M
3
+$1.87M
4
DXCM icon
DexCom
DXCM
+$1.79M
5
CRM icon
Salesforce
CRM
+$1.76M

Top Sells

1
+$8.31M
2
+$1.69M
3
+$1.51M
4
BIIB icon
Biogen
BIIB
+$1.46M
5
MA icon
Mastercard
MA
+$1.41M

Sector Composition

1 Technology 14.45%
2 Financials 9.49%
3 Healthcare 7.88%
4 Consumer Discretionary 6.69%
5 Consumer Staples 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$233K 0.13%
+3,890
77
$47K 0.03%
12,135
78
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-10,953
79
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-2,884
80
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-1,889
81
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-32,772
82
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-4,767
83
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-22,416
84
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-15,147
85
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-8,801
86
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-6,589
87
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-4,313
88
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-23,745
89
– –
-5,460
90
– –
-3,875
1 2 3
4