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
176
$201K 0.08%
+10,282
177
$201K 0.08%
+4,038
178
$191K 0.08%
10,315
-56
179
$161K 0.07%
+17,866
180
$127K 0.05%
13,417
-70
181
$118K 0.05%
19,111
182
$117K 0.05%
26,359
183
– –
-3,731
184
– –
-6,200
185
– –
0
186
– –
-7,300
187
– –
-180
188
– –
0
189
– –
0
4 5 6 7
8