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
$366M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$4.02M
3
+$3.94M
4
CVX icon
Chevron
CVX
+$3.89M
5
ADM icon
Archer Daniels Midland
ADM
+$3.82M

Top Sells

1
+$10.4M
2
+$6.34M
3
+$3.95M
4
BBWI icon
Bath & Body Works
BBWI
+$3.86M
5
CDNS icon
Cadence Design Systems
CDNS
+$3.83M

Sector Composition

1 Energy 13.35%
2 Financials 10.09%
3 Industrials 8.04%
4 Healthcare 7.11%
5 Technology 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-6,527
102
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-3,206
103
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-57,365
104
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-3,447
105
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-68,450
106
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-3,392
107
– –
-17,200
108
– –
-28,095
109
– –
-16,688
110
– –
-14,485
111
– –
-9,341
112
– –
-4,365
113
– –
-85,075
114
– –
-4,279
115
– –
-6,391
116
– –
-13,819
117
– –
-2,278
1 2 3 4
5