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
$247M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.3M
3
+$1.24M
4
MSFT icon
Microsoft
MSFT
+$907K
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$812K

Top Sells

1
+$6.85M
2
+$857K
3
+$402K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$290K
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$249K

Sector Composition

1 Financials 8.34%
2 Healthcare 7.85%
3 Technology 6.98%
4 Real Estate 4.93%
5 Industrials 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$704K 0.28%
4,724
+52
77
$704K 0.28%
17,055
+266
78
$703K 0.28%
5,299
+2,655
79
$689K 0.28%
20,930
+76
80
$688K 0.28%
3,648
+97
81
$684K 0.28%
19,594
+181
82
$684K 0.28%
12,809
+3,653
83
$684K 0.28%
1,407
+17
84
$683K 0.28%
9,976
+93
85
$674K 0.27%
7,546
-17
86
$671K 0.27%
1,230
-78
87
$669K 0.27%
20,936
+142
88
$668K 0.27%
6,859
+2,020
89
$668K 0.27%
4,779
+1,255
90
$662K 0.27%
4,727
+1,314
91
$657K 0.27%
2,876
+853
92
$651K 0.26%
13,053
+265
93
$651K 0.26%
+3,220
94
$648K 0.26%
+1,935
95
$645K 0.26%
4,524
-393
96
$641K 0.26%
3,967
+52
97
$641K 0.26%
318
+75
98
$639K 0.26%
2,213
+588
99
$635K 0.26%
1,239
-22
100
$628K 0.25%
10,500
-87
2 3
4
5 6