PFM

Patton Fund Management Portfolio holdings

AUM $746M
1-Year Est. Return 28.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.86%
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
+$1.75M
2
+$1.66M
3
+$1.64M
4
BBWI icon
Bath & Body Works
BBWI
+$1.64M
5
PARA
Paramount Global Class B
PARA
+$1.63M

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 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-9,780
102
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-5,230
103
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-21,422
104
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-9,755
105
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-4,063
106
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-4,054
107
– –
-3,890
108
– –
-5,417
109
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-2,673
110
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-4,655
111
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-33,279
112
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-13,040
113
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-41,228
114
– –
-3,742
115
– –
-28,143
1 2 3 4
5