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
$239M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.79M
3
+$2.55M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.2M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$1.32M

Top Sells

1
+$559K
2
+$475K
3
+$294K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$271K
5
AZN icon
AstraZeneca
AZN
+$204K

Sector Composition

1 Healthcare 11.12%
2 Technology 7.56%
3 Financials 7.16%
4 Industrials 4.93%
5 Consumer Staples 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 0.63%
49,712
+1,393
27
$1.49M 0.63%
14,981
-175
28
$1.4M 0.59%
5,261
+263
29
$1.36M 0.57%
30,980
-780
30
$1.32M 0.55%
+12,073
31
$1.29M 0.54%
24,669
-247
32
$1.29M 0.54%
11,830
-26
33
$1.28M 0.53%
28,521
+320
34
$1.26M 0.53%
21,616
-616
35
$1.21M 0.51%
15,557
+367
36
$1.2M 0.5%
8,597
+241
37
$1.19M 0.5%
6,112
+495
38
$1.17M 0.49%
16,387
+876
39
$1.16M 0.49%
6,577
+143
40
$1.11M 0.46%
29,458
+779
41
$1.1M 0.46%
12,620
-680
42
$1.05M 0.44%
5,309
-49
43
$1.04M 0.44%
5,525
+62
44
$1.04M 0.44%
14,590
-301
45
$1.01M 0.42%
4,515
-26
46
$978K 0.41%
28,187
-285
47
$962K 0.4%
19,035
48
$948K 0.4%
10,820
-320
49
$936K 0.39%
18,677
+1,570
50
$916K 0.38%
7,210
-318
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