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
76
$884K 0.31%
5,641
+236
77
$856K 0.3%
20,137
+835
78
$853K 0.3%
4,729
+179
79
$847K 0.3%
13,514
-3,186
80
$840K 0.3%
3,241
-3
81
$828K 0.29%
7,240
+218
82
$817K 0.29%
1,508
+68
83
$793K 0.28%
9,042
+340
84
$778K 0.28%
1,543
+57
85
$773K 0.27%
3,035
+117
86
$773K 0.27%
19,893
+925
87
$771K 0.27%
2,657
+82
88
$770K 0.27%
56,316
+2,535
89
$769K 0.27%
1,300
+39
90
$750K 0.27%
8,745
+305
91
$750K 0.27%
4,497
+141
92
$745K 0.26%
9,139
+326
93
$742K 0.26%
16,643
+698
94
$726K 0.26%
29,411
+970
95
$725K 0.26%
25,167
+845
96
$716K 0.25%
1,605
+56
97
$709K 0.25%
14,354
+577
98
$703K 0.25%
4,847
+143
99
$694K 0.25%
5,513
+156
100
$688K 0.24%
1,020
+32
2 3
4
5 6