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
151
$244K 0.1%
5,126
+11
152
$243K 0.1%
+5,969
153
$240K 0.1%
4,363
-1,003
154
$240K 0.1%
821
-663
155
$239K 0.1%
4,137
-1,959
156
$238K 0.1%
1,492
157
$237K 0.1%
4,883
158
$234K 0.1%
4,518
+25
159
$230K 0.1%
+11,504
160
$228K 0.1%
+8,312
161
$227K 0.1%
+9,780
162
$226K 0.09%
3,136
-1,038
163
$225K 0.09%
+3,981
164
$224K 0.09%
+2,069
165
$224K 0.09%
+7,198
166
$221K 0.09%
+5,618
167
$220K 0.09%
1,684
168
$220K 0.09%
3,552
-7
169
$218K 0.09%
+6,819
170
$216K 0.09%
10,085
+59
171
$212K 0.09%
+5,254
172
$209K 0.09%
+6,866
173
$207K 0.09%
+4,326
174
$204K 0.09%
+2,444
175
$204K 0.09%
4,496
-961
4 5 6
7
8