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
101
$677K 0.24%
8,902
+297
102
$656K 0.23%
13,826
+512
103
$630K 0.22%
3,625
+424
104
$627K 0.22%
4,854
+125
105
$609K 0.22%
8,667
106
$609K 0.22%
3,551
+149
107
$600K 0.21%
6,128
+234
108
$590K 0.21%
2,292
+82
109
$584K 0.21%
7,416
+287
110
$569K 0.2%
1,978
+106
111
$537K 0.19%
8,572
+386
112
$530K 0.19%
8,982
+349
113
$513K 0.18%
5,171
+186
114
$513K 0.18%
6,464
+254
115
$511K 0.18%
8,327
+164
116
$508K 0.18%
12,208
+444
117
$472K 0.17%
1,082
+29
118
$470K 0.17%
6,580
+219
119
$469K 0.17%
4,503
+240
120
$457K 0.16%
11,005
+420
121
$447K 0.16%
5,311
+327
122
$432K 0.15%
1,156
+42
123
$407K 0.14%
398
+1
124
$398K 0.14%
3,725
125
$388K 0.14%
2,721
+623
3 4
5
6 7