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
101
$418K 0.18%
13,144
+2,620
102
$413K 0.17%
+7,029
103
$407K 0.17%
992
+123
104
$407K 0.17%
5,516
-137
105
$404K 0.17%
3,707
106
$401K 0.17%
5,852
+472
107
$399K 0.17%
970
-10
108
$387K 0.16%
10,770
-22
109
$381K 0.16%
1,741
+10
110
$381K 0.16%
1,612
-31
111
$378K 0.16%
1,241
+228
112
$372K 0.16%
3,234
-19
113
$370K 0.16%
8,201
-1,365
114
$362K 0.15%
9,044
+395
115
$355K 0.15%
2,782
116
$347K 0.15%
6,440
+16
117
$341K 0.14%
1,250
+172
118
$338K 0.14%
5,436
+44
119
$333K 0.14%
683
120
$333K 0.14%
8,883
-38
121
$333K 0.14%
+6,512
122
$332K 0.14%
857
-2
123
$331K 0.14%
3,675
-10
124
$323K 0.14%
9,161
-134
125
$322K 0.13%
1,533
-25
3 4
5
6 7