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
101
$496K 0.19%
11,675
+57
102
$491K 0.19%
1,461
-26
103
$487K 0.19%
10,098
-126
104
$484K 0.18%
803
105
$468K 0.18%
9,010
-1,629
106
$466K 0.18%
4,084
107
$451K 0.17%
1,797
-17
108
$441K 0.17%
3,828
-26
109
$440K 0.17%
8,471
-1,505
110
$440K 0.17%
3,655
-863
111
$426K 0.16%
3,670
+11
112
$422K 0.16%
5,030
-1,083
113
$380K 0.14%
3,462
-19
114
$379K 0.14%
1,724
-3
115
$373K 0.14%
1,059
+3
116
$365K 0.14%
4,967
-6
117
$359K 0.14%
2,781
118
$348K 0.13%
437
-172
119
$348K 0.13%
3,435
-616
120
$346K 0.13%
4,850
-921
121
$346K 0.13%
5,232
-16
122
$344K 0.13%
18,519
-3,089
123
$343K 0.13%
1,045
-4
124
$341K 0.13%
8,355
-1,406
125
$335K 0.13%
6,512
3 4
5
6 7