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
151
$257K 0.1%
1,807
-1,043
152
$256K 0.1%
2,015
-355
153
$254K 0.1%
1,741
-326
154
$254K 0.1%
1,816
-358
155
$253K 0.1%
2,052
-387
156
$252K 0.1%
7,138
157
$251K 0.1%
4,492
-803
158
$250K 0.1%
4,707
-845
159
$250K 0.1%
9,875
-2,280
160
$242K 0.09%
9,725
-1,728
161
$241K 0.09%
3,862
-660
162
$235K 0.09%
4,734
-2,414
163
$234K 0.09%
8,794
-1,564
164
$234K 0.09%
5,889
-3,692
165
$233K 0.09%
4,770
-2,442
166
$231K 0.09%
1,334
-244
167
$229K 0.09%
4,579
-831
168
$228K 0.09%
+23,217
169
$226K 0.09%
995
-208
170
$225K 0.09%
8,844
-1,595
171
$224K 0.09%
2,557
-541
172
$219K 0.08%
+4,541
173
$217K 0.08%
+3,006
174
$215K 0.08%
5,169
-959
175
$213K 0.08%
2,229
-351
5 6
7
8 9