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
51
$909K 0.38%
7,764
-258
52
$906K 0.38%
10,724
+167
53
$883K 0.37%
8,810
-128
54
$854K 0.36%
3,979
-56
55
$850K 0.36%
10,985
-162
56
$832K 0.35%
4,005
-64
57
$817K 0.34%
27,520
-932
58
$800K 0.34%
7,467
+651
59
$799K 0.33%
1,119
+12
60
$791K 0.33%
15,698
-273
61
$761K 0.32%
12,110
-184
62
$728K 0.31%
4,889
-69
63
$698K 0.29%
3,191
-110
64
$696K 0.29%
1,986
-90
65
$687K 0.29%
1,924
-28
66
$683K 0.29%
12,451
+1,681
67
$656K 0.27%
17,461
-271
68
$656K 0.27%
26,111
-405
69
$654K 0.27%
68,822
-1,026
70
$644K 0.27%
15,467
+800
71
$630K 0.26%
4,018
-59
72
$627K 0.26%
1,767
-30
73
$621K 0.26%
9,436
-175
74
$617K 0.26%
31,392
-441
75
$603K 0.25%
2,470
-38
1 2
3
4 5