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
151
$287K 0.11%
3,294
-7
152
$286K 0.11%
+2,199
153
$278K 0.11%
17,687
-36
154
$276K 0.1%
2,439
-5
155
$273K 0.1%
1,056
-33
156
$272K 0.1%
4,436
157
$270K 0.1%
2,009
-12
158
$269K 0.1%
12,155
159
$262K 0.1%
4,770
-18
160
$262K 0.1%
6,160
-27
161
$261K 0.1%
10,358
-27
162
$261K 0.1%
6,724
163
$261K 0.1%
+3,922
164
$259K 0.1%
1,578
-437
165
$258K 0.1%
4,539
-13
166
$255K 0.1%
5,410
-11
167
$253K 0.1%
3,098
168
$250K 0.09%
+3,040
169
$248K 0.09%
2,067
-8
170
$245K 0.09%
5,295
-9
171
$244K 0.09%
7,138
172
$237K 0.09%
4,916
173
$236K 0.09%
1,751
174
$235K 0.09%
2,902
-10
175
$234K 0.09%
+3,514
5 6
7
8 9