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
$259M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.4M
3
+$923K
4
WFC icon
Wells Fargo
WFC
+$887K
5
ARES icon
Ares Management
ARES
+$757K

Top Sells

1
+$1.15M
2
+$921K
3
+$759K
4
TTWO icon
Take-Two Interactive
TTWO
+$736K
5
VST icon
Vistra
VST
+$574K

Sector Composition

1 Financials 9.35%
2 Technology 8.12%
3 Healthcare 6.08%
4 Industrials 5.65%
5 Consumer Discretionary 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.65M 0.64%
16,638
-3,173
27
$1.64M 0.63%
34,440
+1,740
28
$1.6M 0.62%
24,650
-7,980
29
$1.59M 0.61%
6,384
-6
30
$1.58M 0.61%
11,684
+19
31
$1.58M 0.61%
21,576
+401
32
$1.55M 0.6%
29,200
+341
33
$1.5M 0.58%
26,224
+80
34
$1.43M 0.55%
29,424
+680
35
$1.42M 0.55%
11,600
+440
36
$1.4M 0.54%
+12,542
37
$1.35M 0.52%
17,463
+410
38
$1.33M 0.51%
17,064
+1,632
39
$1.32M 0.51%
5,552
-10
40
$1.31M 0.51%
6,073
+274
41
$1.3M 0.5%
15,298
+195
42
$1.3M 0.5%
11,843
-32
43
$1.27M 0.49%
5,246
-1,228
44
$1.24M 0.48%
12,073
45
$1.21M 0.47%
22,278
+2,908
46
$1.16M 0.45%
7,472
-24
47
$1.15M 0.45%
4,859
+529
48
$1.15M 0.44%
10,950
-4
49
$1.14M 0.44%
8,475
-38
50
$1.06M 0.41%
28,549
-190
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2
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