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
$189M
AUM Growth
+$75.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Sells

1 +$871K
2 +$818K
3 +$725K
4
HCA icon
HCA Healthcare
HCA
+$725K
5
ICE icon
Intercontinental Exchange
ICE
+$640K

Sector Composition

1 Technology 7.52%
2 Consumer Staples 6.78%
3 Financials 6.59%
4 Healthcare 6.27%
5 Industrials 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-17,129
177
-21,261
178
-1,378