PFM
Patton Fund Management Portfolio holdings
AUM
$457M
This Quarter Return
+6.57%
1 Year Return
+29.7%
3 Year Return
+100.14%
5 Year Return
+210.46%
10 Year Return
–
AUM
$287M
AUM Growth
+$287M
(+15%)
Cap. Flow
+$24.8M
Cap. Flow
% of AUM
8.64%
Top 10 Holdings %
Top 10 Hldgs %
29.94%
Holding
103
New
26
Increased
48
Reduced
4
Closed
25
Top Buys
| 1 |
NextEra Energy, Inc.
NEE
|
$4.45M |
| 2 |
Procter & Gamble
PG
|
$4.39M |
| 3 |
PACCAR
PCAR
|
$4.17M |
| 4 |
TransDigm Group
TDG
|
$4.11M |
| 5 |
Western Union
WU
|
$4.02M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$5.88M |
| 2 |
Motorola Solutions
MSI
|
$3.37M |
| 3 |
Intuit
INTU
|
$3.13M |
| 4 |
Boston Scientific
BSX
|
$3.11M |
| 5 |
Hasbro
HAS
|
$3.06M |
Sector Composition
| 1 | Industrials | 10.54% |
| 2 | Consumer Discretionary | 10.25% |
| 3 | Financials | 9.99% |
| 4 | Technology | 9.88% |
| 5 | Consumer Staples | 9.04% |