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
126
$396K 0.16%
3,720
127
$387K 0.16%
3,297
+350
128
$372K 0.15%
8,944
+1,730
129
$363K 0.15%
11,196
+1,416
130
$361K 0.15%
2,661
+298
131
$340K 0.14%
11,802
+1,570
132
$339K 0.14%
4,409
+494
133
$339K 0.14%
2,640
+156
134
$337K 0.14%
4,963
+1,125
135
$335K 0.14%
1,826
+519
136
$335K 0.14%
3,540
+463
137
$326K 0.13%
3,255
+329
138
$320K 0.13%
5,620
+1,590
139
$319K 0.13%
2,939
+311
140
$316K 0.13%
4,248
+996
141
$311K 0.13%
3,555
142
$304K 0.12%
6,512
143
$303K 0.12%
4,617
+546
144
$299K 0.12%
+7,007
145
$294K 0.12%
+998
146
$293K 0.12%
+3,234
147
$291K 0.12%
+533
148
$288K 0.12%
5,575
+678
149
$287K 0.12%
+4,061
150
$286K 0.12%
5,443
+469
4 5
6
7 8