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
126
$264K 0.12%
3,225
-430
127
$261K 0.12%
4,436
128
$257K 0.12%
541
-4
129
$256K 0.12%
1,140
-9
130
$255K 0.12%
4,077
-198
131
$255K 0.12%
3,555
132
$254K 0.12%
4,126
-288
133
$243K 0.11%
7,482
-483
134
$234K 0.11%
3,431
135
$231K 0.11%
1,430
+3
136
$230K 0.11%
7,023
-723
137
$229K 0.11%
5,172
-355
138
$228K 0.11%
1,758
139
$226K 0.11%
3,619
-253
140
$222K 0.1%
3,018
-184
141
$218K 0.1%
2,388
-138
142
$217K 0.1%
3,109
-178
143
$216K 0.1%
2,017
-125
144
$212K 0.1%
2,311
-139
145
$211K 0.1%
4,030
-505
146
$210K 0.1%
3,493
-222
147
$209K 0.1%
1,239
148
$206K 0.1%
2,517
-162
149
$205K 0.1%
4,531
-262
150
$205K 0.1%
3,021
-169
4 5
6
7 8