PMA

Prudent Man Advisors Portfolio holdings

AUM $315M
1-Year Est. Return 16.33%
This Quarter Est. Return
1 Year Est. Return
+16.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
+$5.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1 +$7.44M
2 +$1.13M
3 +$828K
4
CI icon
Cigna
CI
+$787K
5
MRK icon
Merck
MRK
+$736K

Top Sells

1 +$951K
2 +$941K
3 +$787K
4
EIX icon
Edison International
EIX
+$724K
5
ATVI
Activision Blizzard
ATVI
+$480K

Sector Composition

1 Financials 9.39%
2 Technology 7.69%
3 Healthcare 7.05%
4 Industrials 5.11%
5 Communication Services 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-5,033
227
-2,518
228
-4,326
229
-12,516
230
-4,212
231
-2,835
232
-2,801