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
101
$446K 0.18%
3,476
-194
102
$441K 0.18%
3,355
-107
103
$438K 0.18%
4,084
104
$435K 0.18%
5,542
-143
105
$435K 0.18%
1,665
-59
106
$427K 0.17%
3,750
-78
107
$420K 0.17%
+10,626
108
$419K 0.17%
+3,314
109
$419K 0.17%
9,222
-315
110
$416K 0.17%
4,954
-278
111
$413K 0.17%
1,149
+90
112
$408K 0.17%
2,582
-1,179
113
$406K 0.16%
1,764
-33
114
$391K 0.16%
+3,894
115
$386K 0.16%
4,275
-755
116
$385K 0.16%
4,848
-119
117
$381K 0.15%
3,655
118
$352K 0.14%
22,309
-908
119
$345K 0.14%
2,776
-5
120
$333K 0.14%
6,512
121
$328K 0.13%
1,315
-44
122
$326K 0.13%
18,279
-240
123
$321K 0.13%
4,414
-356
124
$320K 0.13%
4,819
-31
125
$317K 0.13%
1,427
-34
3 4
5
6 7