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
176
$233K 0.09%
2,174
-7
177
$232K 0.09%
3,855
178
$230K 0.09%
10,439
-39
179
$229K 0.09%
+4,554
180
$228K 0.09%
5,185
-20
181
$228K 0.09%
8,238
-15
182
$227K 0.09%
10,193
-46
183
$227K 0.09%
1,042
-12
184
$225K 0.09%
+3,215
185
$222K 0.08%
5,565
-20
186
$222K 0.08%
3,360
187
$218K 0.08%
3,465
188
$217K 0.08%
4,326
-19
189
$217K 0.08%
3,120
-12
190
$213K 0.08%
+2,580
191
$211K 0.08%
6,128
-15
192
$211K 0.08%
+1,142
193
$210K 0.08%
+5,895
194
$208K 0.08%
+6,337
195
$206K 0.08%
4,630
-8
196
$205K 0.08%
2,065
197
$205K 0.08%
+2,632
198
$204K 0.08%
+1,382
199
$203K 0.08%
+4,245
200
$202K 0.08%
+1,203
6 7
8
9 10