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
126
$318K 0.13%
5,619
+15
127
$318K 0.13%
4,990
+690
128
$316K 0.13%
15,625
129
$309K 0.13%
2,841
+6
130
$297K 0.12%
4,800
-327
131
$296K 0.12%
4,063
+22
132
$294K 0.12%
5,566
-3,263
133
$289K 0.12%
3,060
-11
134
$277K 0.12%
3,081
+7
135
$275K 0.12%
+7,231
136
$271K 0.11%
+2,823
137
$265K 0.11%
6,270
-803
138
$265K 0.11%
2,003
+22
139
$262K 0.11%
2,020
+16
140
$261K 0.11%
3,921
+15
141
$261K 0.11%
+3,627
142
$260K 0.11%
4,976
-1,336
143
$259K 0.11%
6,724
144
$257K 0.11%
+2,484
145
$257K 0.11%
1,204
+10
146
$252K 0.11%
+10,508
147
$250K 0.1%
+3,306
148
$249K 0.1%
+2,124
149
$249K 0.1%
+9,697
150
$246K 0.1%
+3,166
4 5
6
7 8