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
$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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102
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103
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104
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105
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-35,089
106
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-5,979
107
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-17,647
108
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-55,347
109
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-73,606
110
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-20,546
111
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-10,578
112
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-36,068
113
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-13,396
114
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-22,505
115
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-8,524
116
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-6,527
117
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-3,206
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5