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
76
$806K 0.3%
5,585
-308
77
$779K 0.29%
1,769
-110
78
$760K 0.28%
2,928
-185
79
$747K 0.28%
3,323
-83
80
$742K 0.28%
53,861
-2,949
81
$739K 0.28%
16,150
-550
82
$735K 0.27%
6,600
-414
83
$731K 0.27%
4,433
-79
84
$720K 0.27%
8,958
-506
85
$710K 0.26%
4,427
-75
86
$705K 0.26%
13,815
-796
87
– –
0
88
$683K 0.25%
8,650
-497
89
$680K 0.25%
1,442
-93
90
$679K 0.25%
5,617
-113
91
$674K 0.25%
19,341
-1,085
92
$653K 0.24%
8,743
+2,672
93
$644K 0.24%
+11,478
94
$635K 0.24%
9,523
-548
95
$631K 0.24%
+8,979
96
$630K 0.24%
8,437
-478
97
$629K 0.23%
5,270
-330
98
$623K 0.23%
+6,236
99
$612K 0.23%
2,006
-18
100
$609K 0.23%
4,105
-2,567
2 3
4
5 6