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
$256M
AUM Growth
+$8.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.04M
3
+$871K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$585K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$585K

Top Sells

1
+$613K
2
+$576K
3
+$521K
4
AMP icon
Ameriprise Financial
AMP
+$490K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$476K

Sector Composition

1 Technology 8.25%
2 Healthcare 7.27%
3 Financials 6.89%
4 Real Estate 4.92%
5 Industrials 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.42%
10,862
-229
52
$1.06M 0.41%
5,381
-72
53
$1.05M 0.41%
26,101
-173
54
$1.03M 0.4%
6,931
-134
55
$1.03M 0.4%
7,380
-130
56
$951K 0.37%
1,914
-2
57
$930K 0.36%
3,152
-68
58
$930K 0.36%
12,205
59
$915K 0.36%
4,480
60
$904K 0.35%
341
+23
61
$885K 0.35%
23,352
-467
62
$881K 0.34%
8,885
-23
63
$871K 0.34%
+19,856
64
$858K 0.34%
12,380
-283
65
$855K 0.33%
17,400
-33
66
$840K 0.33%
6,841
-18
67
$826K 0.32%
26,454
-340
68
$819K 0.32%
3,205
+599
69
$814K 0.32%
10,736
-165
70
$813K 0.32%
9,747
-229
71
$773K 0.3%
7,397
-149
72
$770K 0.3%
15,385
-34
73
$767K 0.3%
4,629
-95
74
$757K 0.3%
19,214
-380
75
$751K 0.29%
4,509
-15
1 2
3
4 5