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
76
$657K 0.28%
4,792
+180
77
$649K 0.27%
17,544
+666
78
$640K 0.27%
9,821
+385
79
$618K 0.26%
11,553
+432
80
$604K 0.25%
8,433
+344
81
$587K 0.25%
2,771
+72
82
$585K 0.25%
11,092
-1,359
83
$578K 0.24%
6,564
+12
84
$574K 0.24%
32,493
+1,101
85
$563K 0.24%
5,038
+93
86
$563K 0.24%
1,911
+52
87
$549K 0.23%
5,603
+87
88
$525K 0.22%
3,659
+113
89
$500K 0.21%
9,432
+388
90
$498K 0.21%
8,797
+326
91
$494K 0.21%
21,598
+202
92
$488K 0.21%
8,392
-636
93
$487K 0.2%
1,381
+47
94
$461K 0.19%
3,613
+112
95
$456K 0.19%
3,854
+147
96
$447K 0.19%
9,879
+273
97
$445K 0.19%
4,781
+86
98
$440K 0.18%
3,508
+119
99
$436K 0.18%
1,040
+48
100
$433K 0.18%
11,192
+422
2 3
4
5 6