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
51
$1.19M 0.42%
12,637
52
$1.17M 0.42%
2,305
+88
53
$1.17M 0.41%
1,544
+67
54
$1.16M 0.41%
5,181
+202
55
$1.16M 0.41%
10,015
+320
56
$1.14M 0.4%
2,718
+104
57
$1.1M 0.39%
14,291
+541
58
$1.1M 0.39%
4,643
-877
59
$1.08M 0.38%
15,902
+617
60
$1.06M 0.37%
11,384
+1,139
61
$1.06M 0.37%
10,511
+435
62
$1.05M 0.37%
21,351
+781
63
$1.04M 0.37%
4,047
+136
64
$1.01M 0.36%
3,978
+160
65
$990K 0.35%
250
+10
66
$964K 0.34%
14,022
+562
67
$960K 0.34%
4,937
+260
68
$956K 0.34%
2,892
+126
69
$941K 0.33%
2,008
+74
70
$938K 0.33%
6,050
+208
71
$938K 0.33%
9,325
+387
72
$930K 0.33%
5,363
+214
73
$912K 0.32%
1,649
+61
74
$902K 0.32%
21,539
+721
75
$885K 0.31%
22,592
+918
1 2
3
4 5