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
$484M
AUM Growth
+$9.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$6.53M
3
+$6.42M
4
KKR icon
KKR & Co
KKR
+$6.3M
5
RMD icon
ResMed
RMD
+$6.05M

Top Sells

1
+$6.16M
2
+$5.88M
3
+$5.8M
4
MU icon
Micron Technology
MU
+$5.72M
5
TTWO icon
Take-Two Interactive
TTWO
+$5.58M

Sector Composition

1 Technology 17.83%
2 Financials 11.89%
3 Industrials 7.97%
4 Healthcare 7.62%
5 Consumer Discretionary 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$237K 0.05%
2,593
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