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
$300M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.41M
3
+$879K
4
HD icon
Home Depot
HD
+$727K
5
AXON icon
Axon Enterprise
AXON
+$703K

Top Sells

1
+$780K
2
+$688K
3
+$590K
4
CVS icon
CVS Health
CVS
+$530K
5
MRK icon
Merck
MRK
+$528K

Sector Composition

1 Technology 9.63%
2 Financials 7.17%
3 Healthcare 5.85%
4 Industrials 5.28%
5 Real Estate 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.26M 0.42%
60,000
52
$1.25M 0.42%
15,435
-467
53
$1.24M 0.41%
8,628
-1,048
54
$1.24M 0.41%
2,203
+903
55
$1.22M 0.41%
12,467
-170
56
$1.22M 0.41%
1,372
-103
57
$1.21M 0.4%
5,100
-81
58
$1.21M 0.4%
14,830
-2,400
59
$1.21M 0.4%
8,191
-176
60
$1.21M 0.4%
4,387
-227
61
$1.19M 0.4%
21,099
-252
62
$1.16M 0.39%
20,536
-437
63
$1.15M 0.38%
5,840
+2,289
64
$1.15M 0.38%
4,937
65
$1.09M 0.36%
3,581
+546
66
$1.07M 0.36%
13,782
-240
67
$1.06M 0.35%
3,870
-177
68
$1.06M 0.35%
8,732
-1,779
69
$1.05M 0.35%
8,100
-1,915
70
$998K 0.33%
1,932
+327
71
$991K 0.33%
18,623
-14,665
72
$986K 0.33%
234
-16
73
$985K 0.33%
2,843
-49
74
$962K 0.32%
1,556
-93
75
$943K 0.31%
17,637
-3,902
1 2
3
4 5