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
$287M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$4.45M
2 +$4.39M
3 +$4.17M
4
TDG icon
TransDigm Group
TDG
+$4.11M
5
WU icon
Western Union
WU
+$4.02M

Top Sells

1 +$5.88M
2 +$3.37M
3 +$3.13M
4
BSX icon
Boston Scientific
BSX
+$3.11M
5
HAS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-9,836
102
-98,795
103
-77,702