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
$263M
AUM Growth
-$1.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$1.01M
3
+$896K
4
CNMD icon
CONMED
CNMD
+$300K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$296K

Top Sells

1
+$2.64M
2
+$327K
3
+$323K
4
LPSN icon
LivePerson
LPSN
+$321K
5
NEO icon
NeoGenomics
NEO
+$311K

Sector Composition

1 Financials 8.25%
2 Technology 8.04%
3 Healthcare 6.79%
4 Industrials 4.52%
5 Consumer Discretionary 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 0.68%
12,380
-1,080
27
$1.76M 0.67%
39,463
-6,576
28
$1.68M 0.64%
10,868
-1,087
29
$1.67M 0.64%
5,539
-802
30
$1.67M 0.63%
11,500
-20
31
$1.6M 0.61%
26,574
-2,897
32
$1.59M 0.61%
22,160
-2,130
33
$1.58M 0.6%
24,901
-4,235
34
$1.58M 0.6%
7,563
-812
35
$1.43M 0.54%
15,008
-1,553
36
$1.39M 0.53%
4,770
-801
37
$1.34M 0.51%
11,462
-1,037
38
$1.33M 0.51%
5,409
-525
39
$1.3M 0.5%
12,673
40
$1.29M 0.49%
11,563
-2,028
41
$1.28M 0.49%
15,838
-1,498
42
$1.24M 0.47%
26,640
-2,657
43
$1.23M 0.47%
24,940
+3,014
44
$1.18M 0.45%
23,523
-2,926
45
$1.17M 0.45%
7,168
-1,350
46
$1.17M 0.45%
11,338
-1,995
47
$1.16M 0.44%
5,449
-580
48
$1.09M 0.41%
9,260
-1,643
49
$1.08M 0.41%
12,536
-2,665
50
$1.07M 0.41%
23,533
-4,879
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