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
$266M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1 +$809K
2 +$731K
3 +$697K
4
QCOM icon
Qualcomm
QCOM
+$631K
5
PSA icon
Public Storage
PSA
+$591K

Top Sells

1 +$1M
2 +$708K
3 +$667K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$526K
5
CZR icon
Caesars Entertainment
CZR
+$454K

Sector Composition

1 Technology 9.54%
2 Healthcare 7.11%
3 Financials 6.78%
4 Real Estate 4.74%
5 Industrials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$220K 0.08%
+3,676
177
$219K 0.08%
14,153
178
$218K 0.08%
+2,619
179
$217K 0.08%
3,500
180
$217K 0.08%
7,023
181
$216K 0.08%
3,489
182
$213K 0.08%
1,874
+2
183
$213K 0.08%
6,037
184
$212K 0.08%
1,785
185
$212K 0.08%
2,225
186
$209K 0.08%
2,929
187
$207K 0.08%
+1,590
188
$206K 0.08%
+2,090
189
$205K 0.08%
2,193
190
$204K 0.08%
14,922
191
$204K 0.08%
3,515
192
$201K 0.08%
10,270
193
$200K 0.08%
+4,274
194
$195K 0.07%
+10,717
195
$189K 0.07%
17,194
196
$185K 0.07%
10,972
+284
197
$173K 0.07%
15,274
198
$168K 0.06%
19,561
199
$163K 0.06%
12,109
200
$160K 0.06%
17,861