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
$238M
AUM Growth
-$659K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$766K
3
+$441K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$404K
5
TSLA icon
Tesla
TSLA
+$361K

Top Sells

1
+$6.3M
2
+$532K
3
+$439K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$301K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$288K

Sector Composition

1 Financials 8.8%
2 Technology 8.42%
3 Healthcare 5.86%
4 Industrials 5.69%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 0.67%
21,175
+757
27
$1.58M 0.66%
11,665
+65
28
$1.52M 0.64%
32,700
+1,720
29
$1.5M 0.63%
3,295
+125
30
$1.49M 0.63%
28,859
+338
31
$1.49M 0.62%
6,390
+278
32
$1.42M 0.59%
26,144
+1,475
33
$1.36M 0.57%
13,140
+520
34
$1.32M 0.55%
17,053
+666
35
$1.32M 0.55%
22,500
+884
36
$1.29M 0.54%
11,875
+45
37
$1.28M 0.54%
6,474
-103
38
$1.21M 0.51%
5,065
+550
39
$1.19M 0.5%
12,073
40
$1.18M 0.49%
5,799
+274
41
$1.17M 0.49%
28,744
+557
42
$1.17M 0.49%
15,103
+513
43
$1.15M 0.48%
8,513
-84
44
$1.15M 0.48%
11,160
+340
45
$1.15M 0.48%
10,954
+230
46
$1.15M 0.48%
30,372
+914
47
$1.14M 0.48%
7,496
+286
48
$1.14M 0.48%
15,432
-125
49
$1.11M 0.47%
5,562
+253
50
$1.03M 0.43%
4,330
+1,860
1
2
3 4 5