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
51
$800K 0.37%
22,477
-1
52
$774K 0.36%
10,424
-706
53
$770K 0.36%
9,653
-9
54
$753K 0.35%
+9,277
55
$708K 0.33%
6,663
-125
56
$697K 0.33%
3,540
-68
57
$691K 0.32%
+9,663
58
$683K 0.32%
2,165
-29
59
$681K 0.32%
4,445
-1,317
60
$674K 0.31%
7,503
-113
61
$674K 0.31%
1,568
62
$673K 0.31%
7,011
63
$662K 0.31%
1,007
-11
64
$660K 0.31%
7,351
-13
65
$654K 0.31%
1,365
-6
66
$652K 0.3%
8,405
-2,317
67
$643K 0.3%
7,818
-1,454
68
$624K 0.29%
29,756
+11,477
69
$623K 0.29%
15,896
-8
70
$621K 0.29%
1,298
+3
71
$621K 0.29%
19,911
-449
72
$619K 0.29%
4,937
-22
73
$607K 0.28%
2,373
-9
74
$602K 0.28%
55,443
-47
75
$602K 0.28%
9,206
-4
1 2
3
4 5