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
$214M
AUM Growth
-$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$921K
3
+$753K
4
LW icon
Lamb Weston
LW
+$691K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$657K

Top Sells

1
+$1.22M
2
+$1.12M
3
+$578K
4
GM icon
General Motors
GM
+$541K
5
SYF icon
Synchrony
SYF
+$380K

Sector Composition

1 Healthcare 7.07%
2 Financials 6.79%
3 Technology 6.05%
4 Industrials 4.31%
5 Real Estate 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$596K 0.28%
2,173
-4
77
$591K 0.28%
1,262
-11
78
$590K 0.28%
12,115
-1,888
79
$583K 0.27%
9,262
-15
80
$582K 0.27%
7,314
-13
81
$577K 0.27%
3,538
-12
82
$568K 0.27%
18,676
83
$560K 0.26%
+6,834
84
$551K 0.26%
6,142
-1,212
85
$546K 0.25%
15,376
86
$544K 0.25%
9,569
-1
87
$542K 0.25%
4,912
-121
88
$538K 0.25%
+9,265
89
$535K 0.25%
12,001
+3,701
90
$527K 0.25%
18,596
-4,665
91
$506K 0.24%
+16,062
92
$494K 0.23%
+5,225
93
$484K 0.23%
3,989
-10
94
$462K 0.22%
3,437
-39
95
$461K 0.22%
1,637
-28
96
$459K 0.21%
+9,612
97
$454K 0.21%
2,034
-56
98
$448K 0.21%
9,129
-93
99
$448K 0.21%
8,829
-12
100
$439K 0.2%
2,658
-35
2 3
4
5 6