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
$247M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.3M
3
+$1.24M
4
MSFT icon
Microsoft
MSFT
+$907K
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$812K

Top Sells

1
+$6.85M
2
+$857K
3
+$402K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$290K
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$249K

Sector Composition

1 Financials 8.34%
2 Healthcare 7.85%
3 Technology 6.98%
4 Real Estate 4.93%
5 Industrials 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.03M 0.42%
11,881
+1,126
52
$1.02M 0.41%
4,931
+1,409
53
$1.02M 0.41%
26,274
+423
54
$1.02M 0.41%
3,220
+30
55
$1.01M 0.41%
12,205
+1,503
56
$992K 0.4%
8,519
+8
57
$974K 0.39%
10,045
+5,961
58
$953K 0.39%
7,510
-60
59
$949K 0.38%
4,480
+523
60
$911K 0.37%
12,663
-33
61
$886K 0.36%
9,505
-111
62
$875K 0.35%
1,916
+554
63
$863K 0.35%
2,606
-17
64
$858K 0.35%
9,241
+117
65
$834K 0.34%
10,901
+433
66
$833K 0.34%
23,819
-32
67
$824K 0.33%
17,433
+7,845
68
$818K 0.33%
6,313
+1,427
69
$816K 0.33%
1,590
+6
70
$794K 0.32%
26,794
+952
71
$765K 0.31%
58,587
+560
72
$745K 0.3%
7,753
+7
73
$741K 0.3%
9,773
+51
74
$713K 0.29%
15,419
+4,492
75
$712K 0.29%
7,502
+128
1 2
3
4 5