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
51
$1.04M 0.4%
2,072
-45
52
$1.03M 0.39%
4,470
-750
53
$1.02M 0.39%
6,446
-1,033
54
$904K 0.34%
7,477
-1,485
55
$878K 0.33%
1,038
-128
56
$828K 0.32%
2,304
-3
57
$826K 0.31%
23,679
-3,464
58
$811K 0.31%
3,741
-9
59
$800K 0.3%
1,410
-21
60
$793K 0.3%
5,860
-1,098
61
$792K 0.3%
9,743
-1,885
62
$785K 0.3%
15,644
-2,636
63
$777K 0.3%
3,761
+7
64
$776K 0.3%
16,170
-3,267
65
$775K 0.29%
3,374
-559
66
$774K 0.29%
7,483
-1,021
67
$772K 0.29%
9,821
-1,514
68
$771K 0.29%
4,898
+21
69
$750K 0.29%
8,062
-1,525
70
$745K 0.28%
14,238
-3,320
71
$739K 0.28%
10,936
-1,892
72
$738K 0.28%
4,065
-718
73
$737K 0.28%
12,576
-2,218
74
$715K 0.27%
2,813
-55
75
$708K 0.27%
5,175
-50
1 2
3
4 5