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
$113M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.52M
3
+$5.96M
4
MSFT icon
Microsoft
MSFT
+$2.83M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.73M

Top Sells

No sells this quarter

Sector Composition

1 Financials 10.68%
2 Technology 10.65%
3 Healthcare 9.79%
4 Consumer Staples 6.69%
5 Industrials 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$402K 0.36%
+1,327
77
$401K 0.36%
+6,629
78
$398K 0.35%
+1,398
79
$380K 0.34%
+9,507
80
$378K 0.34%
+19,894
81
$377K 0.33%
+15,883
82
$373K 0.33%
+6,877
83
$369K 0.33%
+14,597
84
$365K 0.32%
+10,405
85
$355K 0.32%
+8,455
86
$349K 0.31%
+4,593
87
$348K 0.31%
+955
88
$348K 0.31%
+3,340
89
$348K 0.31%
+18,676
90
$342K 0.3%
+2,782
91
$327K 0.29%
+5,482
92
$323K 0.29%
+832
93
$320K 0.28%
+4,988
94
$317K 0.28%
+5,489
95
$317K 0.28%
+2,397
96
$316K 0.28%
+1,261
97
$314K 0.28%
+3,519
98
$313K 0.28%
+3,143
99
$313K 0.28%
+41,766
100
$308K 0.27%
+1,378
2 3
4
5 6