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

Top Buys

1
+$3.37M
2
+$3.32M
3
+$3.26M
4
ACGL icon
Arch Capital
ACGL
+$3.24M
5
PGR icon
Progressive
PGR
+$3.24M

Top Sells

1
+$49.7M
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
– –
-26,709
102
– –
-12,523
103
– –
-10,282
104
– –
-9,800
105
– –
-14,716
106
– –
-10,462
107
– –
-33,970
108
– –
-25,783
109
– –
-75,731
110
– –
-3,419
1 2 3 4
5