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
101
$601K 0.22%
4,625
-2,737
102
$593K 0.22%
3,855
-188
103
$593K 0.22%
11,550
-683
104
$592K 0.22%
2,603
-57
105
$587K 0.22%
7,129
-370
106
$579K 0.22%
19,027
-1,236
107
$572K 0.21%
11,979
-212
108
$558K 0.21%
3,603
-220
109
$549K 0.2%
13,650
-190
110
$545K 0.2%
2,256
-56
111
$542K 0.2%
5,017
-319
112
$542K 0.2%
6,671
-610
113
$533K 0.2%
+1,506
114
$532K 0.2%
1,162
-22
115
$531K 0.2%
5,908
-366
116
$529K 0.2%
8,659
-509
117
$527K 0.2%
1,126
-23
118
$509K 0.19%
8,955
-494
119
$494K 0.18%
1,014
-13
120
$478K 0.18%
+3,305
121
$466K 0.17%
3,270
-27
122
$459K 0.17%
5,089
-144
123
$458K 0.17%
12,145
-685
124
$453K 0.17%
12,624
-756
125
$448K 0.17%
6,130
-142
3 4
5
6 7