PFM

Patton Fund Management Portfolio holdings

AUM $589M
1-Year Est. Return 38.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$413M
AUM Growth
-$97.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$5.41M
3
+$5.36M
4
EBAY icon
eBay
EBAY
+$5.26M
5
ISRG icon
Intuitive Surgical
ISRG
+$4.79M

Top Sells

1
+$29.2M
2
+$6.74M
3
+$6.56M
4
OKE icon
Oneok
OKE
+$6.31M
5
TSLA icon
Tesla
TSLA
+$6.27M

Sector Composition

1 Financials 19.52%
2 Technology 10.38%
3 Utilities 6.82%
4 Real Estate 5.03%
5 Industrials 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$243K 0.06%
2,593
77
– –
-28,276
78
– –
-10,882
79
– –
-2,851
80
– –
-28,156
81
– –
-62,894
82
– –
-26,688
83
– –
-38,631
84
– –
-15,520
85
– –
-67,584
86
– –
-60,937
87
– –
-17,941
88
– –
-22,424
89
– –
-79,122
90
– –
-574
91
– –
-10,084
1 2 3
4