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
51
$1.18M 0.44%
8,769
-371
52
$1.17M 0.44%
26,118
-614
53
$1.14M 0.42%
21,697
-2,534
54
$1.11M 0.42%
10,363
-376
55
$1.11M 0.41%
21,975
56
$1.08M 0.4%
5,020
-54
57
$1.08M 0.4%
21,861
-1,374
58
$1.06M 0.4%
5,041
-186
59
$1.01M 0.38%
+20,490
60
$957K 0.36%
10,721
-1,203
61
$954K 0.36%
21,753
-1,154
62
$937K 0.35%
5,784
-792
63
$891K 0.33%
2,976
-168
64
$890K 0.33%
251
-80
65
$883K 0.33%
7,608
-639
66
$866K 0.32%
4,013
-78
67
$856K 0.32%
1,381
-86
68
$850K 0.32%
10,102
-542
69
$840K 0.31%
15,984
-342
70
$838K 0.31%
16,284
-13,079
71
$837K 0.31%
2,057
-30
72
$831K 0.31%
14,376
-183
73
$826K 0.31%
30,130
-2,320
74
$822K 0.31%
2,772
-179
75
$813K 0.3%
12,668
-785
1 2
3
4 5