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
126
$334K 0.13%
2,585
-2,499
127
$318K 0.12%
2,686
-468
128
$315K 0.12%
3,895
-646
129
$309K 0.12%
2,648
-438
130
$309K 0.12%
2,803
-491
131
$305K 0.12%
7,746
+1,022
132
$304K 0.12%
1,359
+3
133
$300K 0.11%
+2,114
134
$298K 0.11%
1,427
-355
135
$297K 0.11%
4,551
-3,998
136
$296K 0.11%
5,288
-858
137
$296K 0.11%
+5,333
138
$295K 0.11%
2,241
-396
139
$293K 0.11%
5,108
-1,052
140
$292K 0.11%
3,578
-344
141
$289K 0.11%
1,806
-393
142
$285K 0.11%
3,392
-629
143
$274K 0.1%
3,362
-1,594
144
$273K 0.1%
10,348
-2,312
145
$271K 0.1%
4,053
-717
146
$270K 0.1%
4,715
-920
147
$270K 0.1%
4,436
148
$265K 0.1%
1,703
-306
149
$262K 0.1%
2,411
-612
150
$260K 0.1%
14,779
-2,908
4 5
6
7 8