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
$266M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$809K
2
+$731K
3
+$697K
4
QCOM icon
Qualcomm
QCOM
+$631K
5
PSA icon
Public Storage
PSA
+$591K

Top Sells

1
+$1M
2
+$708K
3
+$667K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$526K
5
CZR icon
Caesars Entertainment
CZR
+$454K

Sector Composition

1 Technology 9.54%
2 Healthcare 7.11%
3 Financials 6.78%
4 Real Estate 4.74%
5 Industrials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.39%
6,893
-38
52
$1.04M 0.39%
10,644
-218
53
$1.03M 0.39%
5,286
-95
54
$1.02M 0.38%
1,899
-15
55
$1.01M 0.38%
12,205
56
$984K 0.37%
5,074
+594
57
$970K 0.36%
6,712
-129
58
$963K 0.36%
8,256
-96
59
$960K 0.36%
3,092
-60
60
$953K 0.36%
22,941
-411
61
$934K 0.35%
9,698
-49
62
$915K 0.34%
339
-2
63
$895K 0.34%
17,073
-327
64
$891K 0.34%
8,604
-281
65
$883K 0.33%
3,148
-57
66
$865K 0.33%
7,377
-3
67
$845K 0.32%
4,299
-210
68
$833K 0.31%
7,250
-147
69
$819K 0.31%
15,146
-239
70
$811K 0.3%
19,856
71
$786K 0.3%
3,579
-63
72
$782K 0.29%
12,233
-147
73
$761K 0.29%
4,703
-55
74
$759K 0.29%
2,158
-30
75
$755K 0.28%
17,650
-550
1 2
3
4 5