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
$247M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$566K
3
+$563K
4
PXD
Pioneer Natural Resource Co.
PXD
+$523K
5
DAL icon
Delta Air Lines
DAL
+$420K

Top Sells

1
+$719K
2
+$708K
3
+$648K
4
CPRT icon
Copart
CPRT
+$550K
5
TFX icon
Teleflex
TFX
+$343K

Sector Composition

1 Financials 7.7%
2 Technology 7.23%
3 Healthcare 7.14%
4 Industrials 4.68%
5 Real Estate 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 0.64%
11,240
-1,140
27
$1.56M 0.63%
13,207
-245
28
$1.48M 0.6%
9,103
-157
29
$1.46M 0.59%
10,655
-213
30
$1.44M 0.58%
7,387
-176
31
$1.42M 0.58%
4,725
-814
32
$1.39M 0.56%
25,968
-606
33
$1.38M 0.56%
5,324
-85
34
$1.38M 0.56%
14,654
-354
35
$1.36M 0.55%
24,471
-430
36
$1.33M 0.54%
5,335
-114
37
$1.26M 0.51%
9,040
-2,460
38
$1.22M 0.49%
4,696
-74
39
$1.22M 0.49%
12,327
-209
40
$1.17M 0.47%
21,720
-440
41
$1.15M 0.47%
24,927
-13
42
$1.14M 0.46%
15,470
-368
43
$1.13M 0.46%
11,173
-165
44
$1.08M 0.44%
23,110
-413
45
$1.08M 0.44%
7,040
-128
46
$1.02M 0.41%
11,218
-244
47
$1.02M 0.41%
11,123
-1,550
48
$1.02M 0.41%
2,001
-71
49
$1M 0.41%
11,130
-433
50
$968K 0.39%
10,722
-214
1
2
3 4 5