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
$264M
AUM Growth
+$5.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$1.13M
3
+$828K
4
CI icon
Cigna
CI
+$787K
5
MRK icon
Merck
MRK
+$736K

Top Sells

1
+$951K
2
+$941K
3
+$787K
4
EIX icon
Edison International
EIX
+$724K
5
ATVI
Activision Blizzard
ATVI
+$480K

Sector Composition

1 Financials 9.39%
2 Technology 7.69%
3 Healthcare 7.05%
4 Industrials 5.11%
5 Communication Services 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$342K 0.13%
6,512
127
$342K 0.13%
7,212
-24
128
$332K 0.13%
5,248
-72
129
$325K 0.12%
4,522
-14
130
$323K 0.12%
3,154
-13
131
$321K 0.12%
5,451
-29
132
$319K 0.12%
3,481
-33
133
$318K 0.12%
2,370
-8
134
$317K 0.12%
6,146
-30
135
$314K 0.12%
+12,660
136
$313K 0.12%
1,727
-21
137
$311K 0.12%
6,439
-33
138
$310K 0.12%
9,761
-42
139
$309K 0.12%
1,782
140
$305K 0.12%
6,188
-5
141
$304K 0.12%
2,637
-8
142
$301K 0.11%
4,021
-18
143
$301K 0.11%
11,453
-53
144
$299K 0.11%
5,887
-31
145
$297K 0.11%
5,552
-13
146
$294K 0.11%
3,023
147
$293K 0.11%
4,541
-18
148
$293K 0.11%
4,051
-17
149
$291K 0.11%
5,635
-487
150
$290K 0.11%
4,956
-23
4 5
6
7 8