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
$300M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.41M
3
+$879K
4
HD icon
Home Depot
HD
+$727K
5
AXON icon
Axon Enterprise
AXON
+$703K

Top Sells

1
+$780K
2
+$688K
3
+$590K
4
CVS icon
CVS Health
CVS
+$530K
5
MRK icon
Merck
MRK
+$528K

Sector Composition

1 Technology 9.63%
2 Financials 7.17%
3 Healthcare 5.85%
4 Industrials 5.28%
5 Real Estate 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$242K 0.08%
3,110
+16
152
$241K 0.08%
+2,614
153
$234K 0.08%
6,099
154
$231K 0.08%
2,440
-74
155
$230K 0.08%
+2,815
156
$224K 0.07%
3,399
+20
157
$222K 0.07%
1,124
-406
158
$220K 0.07%
+1,763
159
$219K 0.07%
1,845
160
$214K 0.07%
904
-30
161
$213K 0.07%
+2,955
162
$212K 0.07%
+9,250
163
$211K 0.07%
+1,833
164
$210K 0.07%
+3,612
165
$209K 0.07%
+1,608
166
$208K 0.07%
1,166
167
$206K 0.07%
+6,845
168
$205K 0.07%
+3,515
169
$205K 0.07%
+1,542
170
$204K 0.07%
1,053
-22
171
$203K 0.07%
+826
172
$201K 0.07%
+2,989
173
$200K 0.07%
+3,983
174
$194K 0.06%
25,098
-767
175
$190K 0.06%
10,794
4 5 6
7
8