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
$283M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$2.47M
3
+$2.13M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.46M
5
NVDA icon
NVIDIA
NVDA
+$1.36M

Top Sells

1
+$1.98M
2
+$579K
3
+$381K
4
IBP icon
Installed Building Products
IBP
+$325K
5
NPO icon
Enpro
NPO
+$268K

Sector Composition

1 Technology 10.97%
2 Financials 7.21%
3 Healthcare 5.6%
4 Industrials 5.2%
5 Real Estate 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.83M 0.65%
17,230
-1,580
27
$1.79M 0.63%
17,663
+620
28
$1.74M 0.61%
9,532
+347
29
$1.73M 0.61%
24,414
+980
30
$1.68M 0.59%
16,148
+634
31
$1.62M 0.57%
14,741
+518
32
$1.62M 0.57%
7,567
+286
33
$1.6M 0.56%
38,200
34
$1.58M 0.56%
33,288
+1,121
35
$1.58M 0.56%
3,696
+155
36
$1.49M 0.53%
37,562
+1,633
37
$1.45M 0.51%
8,791
+334
38
$1.37M 0.48%
17,036
+642
39
$1.36M 0.48%
7,743
+248
40
$1.35M 0.48%
5,796
+221
41
$1.35M 0.48%
9,676
+412
42
$1.31M 0.46%
8,367
+312
43
$1.3M 0.46%
7,157
+243
44
$1.27M 0.45%
8,373
+339
45
$1.26M 0.45%
60,000
46
$1.25M 0.44%
1,475
-284
47
$1.25M 0.44%
26,138
+13
48
$1.25M 0.44%
2,826
+119
49
$1.25M 0.44%
20,973
+718
50
$1.21M 0.43%
4,614
+196
1
2
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