PMA
Prudent Man Advisors Portfolio holdings
AUM
$315M
This Quarter Return
-3.71%
1 Year Return
+16.33%
3 Year Return
+53.15%
5 Year Return
+89.44%
10 Year Return
–
AUM
$247M
AUM Growth
+$247M
(-6.1%)
Cap. Flow
-$3.51M
Cap. Flow
% of AUM
-1.42%
Top 10 Holdings %
Top 10 Hldgs %
51.09%
Holding
204
New
15
Increased
16
Reduced
137
Closed
16
Top Buys
| 1 |
JPMorgan Chase
JPM
|
$744K |
| 2 |
Booking.com
BKNG
|
$566K |
| 3 |
Caesars Entertainment
CZR
|
$563K |
| 4 |
PXD
Pioneer Natural Resource Co.
PXD
|
$523K |
| 5 |
Delta Air Lines
DAL
|
$420K |
Top Sells
| 1 |
Home Depot
HD
|
$719K |
| 2 |
Intercontinental Exchange
ICE
|
$708K |
| 3 |
AutoZone
AZO
|
$648K |
| 4 |
Copart
CPRT
|
$550K |
| 5 |
Teleflex
TFX
|
$343K |
Sector Composition
| 1 | Financials | 7.7% |
| 2 | Technology | 7.23% |
| 3 | Healthcare | 7.14% |
| 4 | Industrials | 4.68% |
| 5 | Real Estate | 3.22% |
