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

Top Buys

1
+$2.46M
2
+$2.21M
3
+$2.01M
4
ALGN icon
Align Technology
ALGN
+$2M
5
ADM icon
Archer Daniels Midland
ADM
+$1.96M

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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-3,974
102
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-3,777
103
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-10,169
104
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-13,224
105
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-10,048
106
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-21,379
107
– –
-7,000
108
– –
-8,550
109
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-5,008
110
– –
-6,931
111
– –
-10,953
112
– –
-5,568
113
– –
-7,307
1 2 3 4
5