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
$198M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.52M
3
+$2.3M
4
PWR icon
Quanta Services
PWR
+$2.3M
5
IDXX icon
Idexx Laboratories
IDXX
+$2.28M

Top Sells

1
+$1.79M
2
+$1.77M
3
+$1.76M
4
CLX icon
Clorox
CLX
+$1.67M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.67M

Sector Composition

1 Technology 13.32%
2 Financials 10.94%
3 Consumer Discretionary 8.75%
4 Healthcare 7.06%
5 Industrials 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$47K 0.02%
12,135
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