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
$330M
AUM Growth
+$66.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$4.08M
2 +$4.03M
3 +$4M
4
LLY icon
Eli Lilly
LLY
+$3.96M
5
PFE icon
Pfizer
PFE
+$3.88M

Top Sells

1 +$17.3M
2 +$2.22M
3 +$2.2M
4
ALGN icon
Align Technology
ALGN
+$2.15M
5
CRL icon
Charles River Laboratories
CRL
+$1.92M

Sector Composition

1 Consumer Discretionary 13.12%
2 Financials 10.91%
3 Technology 9.25%
4 Industrials 7.44%
5 Energy 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,314
102
-3,232
103
-6,263