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
$342M
AUM Growth
-$8.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$3.46M
3
+$3.45M
4
ACGL icon
Arch Capital
ACGL
+$3.36M
5
MGM icon
MGM Resorts International
MGM
+$3.35M

Top Sells

1
+$52.6M
2
+$3.31M
3
+$3.26M
4
NUE icon
Nucor
NUE
+$3.24M
5
STLD icon
Steel Dynamics
STLD
+$2.92M

Sector Composition

1 Technology 13.44%
2 Consumer Discretionary 8.91%
3 Healthcare 8.21%
4 Financials 8.1%
5 Industrials 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-33,970
102
– –
-25,783
103
– –
-75,731
104
– –
-3,419
105
– –
-7,241
106
– –
-8,731
107
– –
-18,263
108
– –
-32,807
109
– –
-30,186
110
– –
-14,464
1 2 3 4
5