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
$113M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.52M
3
+$5.96M
4
MSFT icon
Microsoft
MSFT
+$2.83M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.73M

Top Sells

No sells this quarter

Sector Composition

1 Financials 10.68%
2 Technology 10.65%
3 Healthcare 9.79%
4 Consumer Staples 6.69%
5 Industrials 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.09M 0.97%
+11,913
27
$993K 0.88%
+8,302
28
$963K 0.85%
+24,715
29
$947K 0.84%
+8,455
30
$934K 0.83%
+10,464
31
$907K 0.8%
+7,563
32
$876K 0.78%
+5,164
33
$871K 0.77%
+46,349
34
$828K 0.73%
+5,516
35
$821K 0.73%
+11,580
36
$818K 0.73%
+11,939
37
$786K 0.7%
+3,039
38
$745K 0.66%
+18,795
39
$738K 0.65%
+3,998
40
$732K 0.65%
+1,043
41
$725K 0.64%
+9,420
42
$725K 0.64%
+7,472
43
$697K 0.62%
+4,995
44
$684K 0.61%
+7,273
45
$674K 0.6%
+24,465
46
$663K 0.59%
+5,288
47
$651K 0.58%
+1,783
48
$638K 0.57%
+16,439
49
$631K 0.56%
+15,808
50
$618K 0.55%
+27,895
1
2
3 4 5