PMA
Prudent Man Advisors Portfolio holdings
AUM $275M
AUM
$275M
AUM Growth
+$169K (+0.1%)
Cap. Flow
+$9.48M
Cap. Flow % of AUM
3.44%
Top 10 Holdings %Top 10 Hldgs %
47.26%
Holding
180
New
11
Increased
110
Reduced
16
Closed
9
Top Buys
| 1 | $2.72M | |
| 2 | $2.02M | |
| 3 | $1.96M | |
| 4 | $1.07M | |
| 5 | $722K |
Top Sells
| 1 | $3.54M | |
| 2 | $2.49M | |
| 3 | $1.88M | |
| 4 | $305K | |
| 5 | $195K |
Sector Composition
| 1 | Technology | 9.66% |
| 2 | Financials | 7.9% |
| 3 | Healthcare | 5.77% |
| 4 | Industrials | 5.07% |
| 5 | Real Estate | 4.46% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.93M | 0.7% | 14,545 +432 | +3% | +$57.3K | |||
| $1.83M | 0.66% | 2,244 +55 | +3% | +$44.8K | |||
| $1.77M | 0.64% | 15,155 +136 | +0.9% | +$15.9K | |||
| $1.73M | 0.63% | 24,381 +1,031 | +4% | +$73.1K | |||
| $1.64M | 0.6% | 7,150 +373 | +6% | +$85.7K | |||
| $1.51M | 0.55% | 13,764 +567 | +4% | +$62.2K | |||
| $1.49M | 0.54% | 7,041 +290 | +4% | +$61.4K | |||
| $1.47M | 0.53% | 4,201 +55 | +1% | +$19.3K | |||
| $1.44M | 0.52% | 2,973 +40 | +1% | +$19.4K | |||
| $1.43M | 0.52% | 2,727 +43 | +2% | +$22.5K | |||
| $1.41M | 0.51% | 2,573 +39 | +2% | +$21.4K | |||
| $1.36M | 0.49% | 5,827 +193 | +3% | +$44.9K | |||
| $1.34M | 0.49% | 18,698 +442 | +2% | +$31.7K | |||
| $1.34M | 0.49% | 7,859 +186 | +2% | +$31.7K | |||
| $1.31M | 0.47% | 14,877 +501 | +3% | +$44K | |||
| $1.3M | 0.47% | 14,534 +469 | +3% | +$42.1K | |||
| $1.29M | 0.47% | 1,364 +64 | +5% | +$60.5K | |||
| $1.27M | 0.46% | 1,947 +47 | +2% | +$30.7K | |||
| $1.25M | 0.45% | 5,467 +205 | +4% | +$47K | |||
| $1.25M | 0.45% | 8,073 -437 | -5% | -$67.6K | |||
| $1.24M | 0.45% | 27,147 +1,096 | +4% | +$50.2K | |||
| $1.23M | 0.44% | 7,975 +311 | +4% | +$47.8K | |||
| $1.21M | 0.44% | 7,260 +168 | +2% | +$28.1K | |||
| $1.21M | 0.44% | 28,949 +789 | +3% | +$32.9K | |||
| $1.21M | 0.44% | 16,146 +464 | +3% | +$34.7K |
