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
$556M
AUM Growth
+$99.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$45.3M
2
+$4.55M
3
+$4.4M
4
PODD icon
Insulet
PODD
+$4.38M
5
ULTA icon
Ulta Beauty
ULTA
+$4.29M

Top Sells

1
+$3.14M
2
+$3.11M
3
+$3.04M
4
EQT icon
EQT Corp
EQT
+$2.78M
5
KMI icon
Kinder Morgan
KMI
+$2.76M

Sector Composition

1 Technology 11.84%
2 Financials 11.34%
3 Industrials 7.02%
4 Utilities 5.54%
5 Consumer Discretionary 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$271K 0.05%
+2,447
177
$271K 0.05%
1,658
178
$271K 0.05%
1,423
-8,775
179
$271K 0.05%
3,806
180
$271K 0.05%
592
181
$271K 0.05%
+5,646
182
$270K 0.05%
15,870
183
$270K 0.05%
+1,922
184
$269K 0.05%
+1,899
185
$268K 0.05%
27,095
186
$268K 0.05%
1,051
187
$268K 0.05%
+412
188
$268K 0.05%
5,456
189
$267K 0.05%
1,529
190
$267K 0.05%
4,602
191
$267K 0.05%
5,846
192
$267K 0.05%
947
193
$267K 0.05%
+10,831
194
$267K 0.05%
5,517
195
$266K 0.05%
896
196
$266K 0.05%
+3,019
197
$266K 0.05%
+1,867
198
$266K 0.05%
2,071
199
$266K 0.05%
3,576
200
$266K 0.05%
3,884
6 7
8
9 10