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
51
$616K 0.55%
+8,848
52
$608K 0.54%
+33,851
53
$608K 0.54%
+9,774
54
$605K 0.54%
+3,132
55
$572K 0.51%
+1,941
56
$571K 0.51%
+3,046
57
$569K 0.5%
+9,091
58
$558K 0.5%
+1,887
59
$537K 0.48%
+21,261
60
$531K 0.47%
+17,129
61
$504K 0.45%
+17,103
62
$502K 0.45%
+11,029
63
$501K 0.44%
+33,488
64
$492K 0.44%
+1,870
65
$489K 0.43%
+2,153
66
$480K 0.43%
+10,750
67
$478K 0.42%
+8,124
68
$471K 0.42%
+9,570
69
$462K 0.41%
+3,088
70
$461K 0.41%
+1,589
71
$459K 0.41%
+9,841
72
$455K 0.4%
+8,246
73
$427K 0.38%
+6,040
74
$410K 0.36%
+8,531
75
$405K 0.36%
+6,573
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3
4 5