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

Top Buys

1
+$1.94M
2
+$1.9M
3
+$1.82M
4
TMUS icon
T-Mobile US
TMUS
+$1.81M
5
ADSK icon
Autodesk
ADSK
+$1.79M

Top Sells

1
+$8.23M
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
– –
-3,875
79
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-5,460
80
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-23,745
81
– –
-4,313
82
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-6,589
83
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-8,801
84
– –
-15,147
85
– –
-22,416
86
– –
-4,767
87
– –
-32,772
88
– –
-1,889
89
– –
-2,884
90
– –
-10,953
1 2 3
4