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
76
$703K 0.27%
2,403
-549
77
$690K 0.26%
9,564
-92
78
$684K 0.26%
56,377
-14,401
79
$671K 0.26%
18,999
-4,030
80
$670K 0.25%
9,667
-1,947
81
$652K 0.25%
1,406
-432
82
$648K 0.25%
309
-8
83
$648K 0.25%
9,379
-1,669
84
$639K 0.24%
5,685
-181
85
$635K 0.24%
7,138
-1,312
86
$617K 0.23%
3,636
+11
87
$603K 0.23%
9,431
-2,016
88
$589K 0.22%
5,139
-13
89
$583K 0.22%
859
-29
90
$573K 0.22%
9,537
-52
91
$569K 0.22%
1,601
-261
92
$559K 0.21%
9,443
-1,578
93
$559K 0.21%
861
-3
94
$550K 0.21%
14,500
-104
95
$539K 0.21%
20,697
-4,169
96
$537K 0.2%
3,655
-83
97
$523K 0.2%
5,883
+20
98
$519K 0.2%
6,912
-1,429
99
$512K 0.19%
1,323
-6
100
$499K 0.19%
1,075
+2
2 3
4
5 6