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
$188M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.99M
3
+$1.77M
4
RHI icon
Robert Half
RHI
+$1.77M
5
EXPE icon
Expedia Group
EXPE
+$1.76M

Top Sells

1
+$2.52M
2
+$2.08M
3
+$2M
4
ANSS
Ansys
ANSS
+$1.9M
5
CPRT icon
Copart
CPRT
+$1.8M

Sector Composition

1 Technology 10.71%
2 Consumer Discretionary 9.78%
3 Industrials 7.87%
4 Financials 7.47%
5 Communication Services 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-2,673
102
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-5,417
103
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-3,890
104
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-4,054
105
– –
-1,947
106
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-3,387
107
– –
-6,017
108
– –
-56,740
109
– –
-4,063
110
– –
-5,567
111
– –
-2,739
112
– –
-9,780
113
– –
-5,230
114
– –
-21,422
115
– –
-9,755
1 2 3 4
5