PMA
Prudent Man Advisors Portfolio holdings
AUM
$315M
This Quarter Return
-12.13%
1 Year Return
+16.33%
3 Year Return
+53.15%
5 Year Return
+89.44%
10 Year Return
–
AUM
$214M
AUM Growth
+$214M
(-13%)
Cap. Flow
+$253K
Cap. Flow
% of AUM
0.12%
Top 10 Holdings %
Top 10 Hldgs %
53.46%
Holding
196
New
8
Increased
27
Reduced
110
Closed
34
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$4.85M |
| 2 |
Amazon
AMZN
|
$1.27M |
| 3 |
Bristol-Myers Squibb
BMY
|
$921K |
| 4 |
W.P. Carey
WPC
|
$753K |
| 5 |
Lamb Weston
LW
|
$691K |
Top Sells
| 1 |
Danaher
DHR
|
$1.22M |
| 2 |
Vanguard Total Bond Market
BND
|
$1.12M |
| 3 |
Timken Company
TKR
|
$578K |
| 4 |
General Motors
GM
|
$541K |
| 5 |
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% |
