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
$510M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$8.55M
3
+$8.3M
4
JPM icon
JPMorgan Chase
JPM
+$7.09M
5
CBRE icon
CBRE Group
CBRE
+$7.02M

Top Sells

1
+$7.07M
2
+$6.71M
3
+$6.35M
4
LEN icon
Lennar Class A
LEN
+$6.3M
5
DHI icon
D.R. Horton
DHI
+$6.19M

Sector Composition

1 Financials 16.78%
2 Technology 13.39%
3 Consumer Discretionary 6.98%
4 Real Estate 5.64%
5 Utilities 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$230K 0.05%
2,593
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-46,769
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-109,879
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