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
$214M
AUM Growth
-$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$921K
3
+$753K
4
LW icon
Lamb Weston
LW
+$691K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$657K

Top Sells

1
+$1.22M
2
+$1.12M
3
+$578K
4
GM icon
General Motors
GM
+$541K
5
SYF icon
Synchrony
SYF
+$380K

Sector Composition

1 Healthcare 7.07%
2 Financials 6.79%
3 Technology 6.05%
4 Industrials 4.31%
5 Real Estate 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 0.62%
11,768
-140
27
$1.3M 0.61%
8,988
-115
28
$1.28M 0.6%
5,317
-18
29
$1.28M 0.6%
5,209
-115
30
$1.27M 0.59%
7,287
-100
31
$1.23M 0.58%
11,260
+20
32
$1.2M 0.56%
38,417
-388
33
$1.19M 0.56%
25,872
-96
34
$1.18M 0.55%
12,293
-34
35
$1.12M 0.52%
4,704
-21
36
$1.06M 0.49%
21,820
-7,400
37
$1.04M 0.49%
25,066
+139
38
$1.02M 0.48%
11,057
-116
39
$1.02M 0.48%
1,989
-12
40
$999K 0.47%
6,945
-95
41
$996K 0.46%
10,549
-106
42
$987K 0.46%
9,060
+20
43
$926K 0.43%
21,730
+10
44
$921K 0.43%
+11,956
45
$906K 0.42%
23,096
-14
46
$903K 0.42%
21,184
-3,287
47
$881K 0.41%
1,826
+440
48
$878K 0.41%
3,333
+11
49
$849K 0.4%
11,119
-99
50
$847K 0.4%
15,237
-233
1
2
3 4 5