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
51
$1.01M 0.42%
19,370
+693
52
$1M 0.42%
9,095
+285
53
$950K 0.4%
8,039
+275
54
$931K 0.39%
11,464
+479
55
$924K 0.39%
16,219
+521
56
$921K 0.39%
5,072
+183
57
$920K 0.39%
4,103
+124
58
$919K 0.39%
28,739
+1,219
59
$903K 0.38%
71,120
+2,298
60
$862K 0.36%
14,999
-468
61
$836K 0.35%
1,230
+111
62
$827K 0.35%
6,192
-745
63
$785K 0.33%
27,213
+1,102
64
$782K 0.33%
4,183
+165
65
$761K 0.32%
2,045
+59
66
$759K 0.32%
15,035
-4,000
67
$753K 0.32%
6,957
-510
68
$743K 0.31%
11,123
+422
69
$736K 0.31%
12,560
+450
70
$736K 0.31%
4,168
+163
71
$715K 0.3%
18,294
+833
72
$709K 0.3%
1,991
+67
73
$690K 0.29%
3,259
+68
74
$685K 0.29%
1,907
+49
75
$678K 0.28%
1,836
+69
1 2
3
4 5