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
$268M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$644K
3
+$631K
4
XOM icon
Exxon Mobil
XOM
+$623K
5
META icon
Meta Platforms (Facebook)
META
+$533K

Top Sells

1
+$1.63M
2
+$673K
3
+$644K
4
NKE icon
Nike
NKE
+$611K
5
BND icon
Vanguard Total Bond Market
BND
+$545K

Sector Composition

1 Technology 9.46%
2 Financials 7.09%
3 Healthcare 6.27%
4 Industrials 4.91%
5 Real Estate 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.67M 0.62%
3,139
-127
27
$1.6M 0.6%
38,200
28
$1.59M 0.6%
7,018
-146
29
$1.54M 0.58%
7,363
-298
30
$1.54M 0.58%
16,398
-669
31
$1.49M 0.56%
10,295
-293
32
$1.46M 0.55%
24,101
+3,574
33
$1.43M 0.54%
14,737
-409
34
$1.42M 0.53%
3,744
-135
35
$1.42M 0.53%
19,035
+3,845
36
$1.37M 0.51%
5,633
-269
37
$1.32M 0.49%
9,437
-2,414
38
$1.31M 0.49%
17,038
-616
39
$1.3M 0.48%
1,608
-18
40
$1.28M 0.48%
9,367
-385
41
$1.28M 0.48%
8,567
-516
42
$1.27M 0.47%
37,791
-1,864
43
$1.27M 0.47%
60,000
44
$1.23M 0.46%
1,862
+4
45
$1.22M 0.45%
2,314
-32
46
$1.21M 0.45%
12,818
-75
47
$1.21M 0.45%
2,838
-58
48
$1.21M 0.45%
4,632
-48
49
$1.19M 0.44%
8,102
-507
50
$1.19M 0.44%
4,505
-665
1
2
3 4 5