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
$369M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$83.9M
2
+$3.97M
3
+$3.92M
4
AVGO icon
Broadcom
AVGO
+$3.88M
5
ETN icon
Eaton
ETN
+$3.82M

Top Sells

1
+$3.34M
2
+$3.24M
3
+$3.19M
4
TSCO icon
Tractor Supply
TSCO
+$3.11M
5
FSLR icon
First Solar
FSLR
+$3.06M

Sector Composition

1 Technology 11.07%
2 Industrials 5.61%
3 Consumer Discretionary 5.17%
4 Financials 4.52%
5 Healthcare 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$113K 0.03%
12,303
77
$104K 0.03%
11,558
78
– –
-4,068
79
– –
-22,405
80
– –
-8,348
81
– –
-16,619
82
– –
-16,112
83
– –
-38,252
84
– –
-41,108
85
– –
-2,442
86
– –
-3,657
87
– –
-55,864
88
– –
-9,712
89
– –
-28,905
90
– –
-2,252
91
– –
-24,133
92
– –
-7,869
93
– –
-2,128
94
– –
-30,179
95
– –
-70,290
1 2 3
4