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
$189M
AUM Growth
+$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$2.05M
3
+$1.98M
4
CZR icon
Caesars Entertainment
CZR
+$1.96M
5
HLT icon
Hilton Worldwide
HLT
+$1.95M

Top Sells

1
+$1.76M
2
+$1.74M
3
+$1.72M
4
HES
Hess
HES
+$1.67M
5
DIS icon
Walt Disney
DIS
+$1.58M

Sector Composition

1 Consumer Discretionary 12.28%
2 Financials 8.85%
3 Industrials 8.79%
4 Technology 7.61%
5 Healthcare 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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-8,950
104
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105
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-38,450
106
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-12,197
107
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-21,512
108
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-87,437
109
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-643
110
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-11,795
111
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-8,123
112
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-10,048
113
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-21,379
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