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
101
$430K 0.18%
5,956
+104
102
$425K 0.18%
1,022
+52
103
$423K 0.18%
856
-1
104
$421K 0.18%
1,302
+61
105
$419K 0.18%
7,222
+24
106
$418K 0.18%
8,885
+2
107
$413K 0.17%
826
+30
108
$399K 0.17%
3,727
+52
109
$399K 0.17%
1,748
+7
110
$394K 0.17%
9,310
+149
111
$385K 0.16%
14,180
+1,036
112
$380K 0.16%
4,047
-16
113
$379K 0.16%
7,212
-19
114
$374K 0.16%
606
-77
115
$374K 0.16%
3,384
+150
116
$364K 0.15%
1,695
+83
117
$361K 0.15%
+1,620
118
$358K 0.15%
+11,248
119
$350K 0.15%
1,302
+52
120
$349K 0.15%
2,782
121
$338K 0.14%
5,100
+110
122
$337K 0.14%
+6,193
123
$336K 0.14%
6,512
124
$326K 0.14%
1,609
+76
125
$320K 0.13%
820
-1
3 4
5
6 7