PFM

Patton Fund Management Portfolio holdings

AUM $746M
1-Year Est. Return 28.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$450M
AUM Growth
+$81.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$5.67M
3
+$5.39M
4
NOW icon
ServiceNow
NOW
+$5.32M
5
AIZ icon
Assurant
AIZ
+$5.08M

Top Sells

1
+$33.2M
2
+$4.05M
3
+$3.17M
4
ON icon
ON Semiconductor
ON
+$2.2M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.2M

Sector Composition

1 Technology 17.93%
2 Industrials 10.74%
3 Financials 6.89%
4 Consumer Discretionary 4.73%
5 Healthcare 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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