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
$239M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.79M
3
+$2.55M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.2M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$1.32M

Top Sells

1
+$559K
2
+$475K
3
+$294K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$271K
5
AZN icon
AstraZeneca
AZN
+$204K

Sector Composition

1 Healthcare 11.12%
2 Technology 7.56%
3 Financials 7.16%
4 Industrials 4.93%
5 Consumer Staples 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$601K 0.25%
2,699
-122
77
$599K 0.25%
6,937
+74
78
$597K 0.25%
1,858
-26
79
$585K 0.25%
4,612
-62
80
$575K 0.24%
9,331
81
$570K 0.24%
4,945
-571
82
$530K 0.22%
9,028
+741
83
$524K 0.22%
10,701
-150
84
$508K 0.21%
1,859
-283
85
$503K 0.21%
1,334
-31
86
$498K 0.21%
16,878
-222
87
$472K 0.2%
6,552
-85
88
$468K 0.2%
3,546
+436
89
$466K 0.2%
1,230
-211
90
$465K 0.19%
21,396
-462
91
$462K 0.19%
9,606
-66
92
$460K 0.19%
11,121
-135
93
$457K 0.19%
3,389
-64
94
$457K 0.19%
8,089
-103
95
$439K 0.18%
2,813
+559
96
$438K 0.18%
796
+230
97
$437K 0.18%
8,471
-119
98
$436K 0.18%
4,695
-29
99
$431K 0.18%
6,798
-1,660
100
$423K 0.18%
3,501
-72
2 3
4
5 6