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
101
$438K 0.2%
4,817
+9
102
$433K 0.2%
3,067
-1,326
103
$423K 0.2%
242
+1
104
$423K 0.2%
3,720
+944
105
$415K 0.19%
4,084
106
$407K 0.19%
10,912
-102
107
$406K 0.19%
1,743
-21
108
$400K 0.19%
3,286
-28
109
$391K 0.18%
9,642
-66
110
$388K 0.18%
3,690
-60
111
$387K 0.18%
3,519
-39
112
$379K 0.18%
5,553
+11
113
$367K 0.17%
4,886
-68
114
$366K 0.17%
4,817
-31
115
$359K 0.17%
3,352
-3
116
$352K 0.16%
2,553
-29
117
$351K 0.16%
3,833
-61
118
$336K 0.16%
12,182
-13,775
119
$332K 0.15%
4,604
-215
120
$329K 0.15%
833
+2
121
$326K 0.15%
6,512
122
$325K 0.15%
21,026
-1,283
123
$303K 0.14%
10,473
-153
124
$277K 0.13%
7,230
-42
125
$276K 0.13%
1,314
-1
3 4
5
6 7