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
$113M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1 +$10.5M
2 +$9.52M
3 +$5.96M
4
MSFT icon
Microsoft
MSFT
+$2.83M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.73M

Top Sells

No sells this quarter

Sector Composition

1 Financials 10.68%
2 Technology 10.65%
3 Healthcare 9.79%
4 Consumer Staples 6.69%
5 Industrials 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$10.5M 9.34%
+119,200
2
$9.52M 8.45%
+116,684
3
$5.96M 5.29%
+153,614
4
$2.83M 2.51%
+13,884
5
$2.73M 2.42%
+19,072
6
$2.11M 1.88%
+23,164
7
$1.8M 1.6%
+5,816
8
$1.79M 1.59%
+22,752
9
$1.7M 1.51%
+18,197
10
$1.7M 1.51%
+21,622
11
$1.69M 1.5%
+3,096
12
$1.6M 1.42%
+11,580
13
$1.46M 1.3%
+28,612
14
$1.4M 1.24%
+23,348
15
$1.39M 1.23%
+12,436
16
$1.33M 1.18%
+19,054
17
$1.28M 1.14%
+25,007
18
$1.26M 1.11%
+39,810
19
$1.21M 1.07%
+3,332
20
$1.19M 1.06%
+13,004
21
$1.17M 1.04%
+11,599
22
$1.14M 1.01%
+23,573
23
$1.1M 0.98%
+34,120
24
$1.1M 0.98%
+7,629
25
$1.09M 0.97%
+14,806