We are live on ! Find out more
PMA

Prudent Man Advisors Portfolio holdings

AUM $334M
1-Year Est. Return 20.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
-$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$911K
3
+$749K
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$679K
5
LW icon
Lamb Weston
LW
+$638K

Top Sells

1
+$1.22M
2
+$1.14M
3
+$578K
4
GM icon
General Motors
GM
+$541K
5
SYF icon
Synchrony
SYF
+$478K

Sector Composition

1 Healthcare 7.07%
2 Financials 6.79%
3 Technology 6.05%
4 Industrials 4.31%
5 Real Estate 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-12,375
177
– –
-7,138
178
– –
-823
179
– –
-2,731
180
– –
-3,685
181
– –
-7,810
182
– –
-2,557
183
– –
-4,098
184
– –
-9,875
185
– –
-1,794
186
– –
-2,714
187
– –
-3,392
188
– –
0
189
– –
-9,515
190
– –
0
191
– –
-4,811
192
– –
-5,380
193
– –
-8,380
194
– –
-4,374
195
– –
-1,654
196
– –
-3,820
4 5 6 7
8