PMA

Prudent Man Advisors Portfolio holdings

AUM $275M
1-Year Est. Return 19.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.69%
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
+$1M
3
+$894K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$301K
5
CNMD icon
CONMED
CNMD
+$299K

Top Sells

1
+$2.58M
2
+$329K
3
+$321K
4
NEO icon
NeoGenomics
NEO
+$311K
5
MS icon
Morgan Stanley
MS
+$302K

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
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5 6 7 8
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