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
$247M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1 +$744K
2 +$566K
3 +$563K
4
PXD
Pioneer Natural Resource Co.
PXD
+$523K
5
DAL icon
Delta Air Lines
DAL
+$420K

Top Sells

1 +$719K
2 +$708K
3 +$648K
4
CPRT icon
Copart
CPRT
+$550K
5
TFX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
0
202
-2,015
203
-1,334
204
-4,870