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
$267M
AUM Growth
-$1.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$1.15M
3
+$1.13M
4
NEM icon
Newmont
NEM
+$746K
5
NI icon
NiSource
NI
+$673K

Top Sells

1
+$3.1M
2
+$1.99M
3
+$1.75M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.44M
5
TMO icon
Thermo Fisher Scientific
TMO
+$901K

Sector Composition

1 Technology 9.94%
2 Financials 7.54%
3 Healthcare 6.11%
4 Industrials 5.57%
5 Real Estate 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.44%
3,911
-594
52
$1.17M 0.44%
20,255
-1,606
53
$1.16M 0.43%
8,034
-735
54
$1.15M 0.43%
+5,842
55
$1.14M 0.43%
5,520
-264
56
$1.13M 0.42%
+2,614
57
$1.1M 0.41%
2,217
-97
58
$1.06M 0.4%
4,979
-62
59
$1.04M 0.39%
5,149
+1,044
60
$1.03M 0.39%
20,570
-1,127
61
$1M 0.38%
2,766
-210
62
$992K 0.37%
3,818
-195
63
$983K 0.37%
10,076
-26
64
$972K 0.36%
10,245
-476
65
$971K 0.36%
16,700
+550
66
$942K 0.35%
13,750
-626
67
$940K 0.35%
21,674
-79
68
$924K 0.35%
4,677
-343
69
$923K 0.35%
1,588
-1,551
70
$923K 0.35%
5,405
+780
71
$921K 0.35%
8,938
-20
72
$920K 0.35%
15,285
-699
73
$894K 0.34%
7,022
-586
74
$893K 0.33%
13,460
+792
75
$871K 0.33%
240
-11
1 2
3
4 5