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
126
$317K 0.13%
6,122
+503
127
$317K 0.13%
9,682
-15
128
$315K 0.13%
5,574
+8
129
$312K 0.13%
5,565
-1,233
130
$312K 0.13%
6,472
+32
131
$308K 0.13%
+13,235
132
$307K 0.13%
1,782
+290
133
$306K 0.13%
4,161
+24
134
$306K 0.13%
4,221
+183
135
$302K 0.13%
3,097
+16
136
$302K 0.13%
5,151
+25
137
$299K 0.13%
1,003
-227
138
$299K 0.13%
4,815
+15
139
$289K 0.12%
5,480
+44
140
$288K 0.12%
4,572
+54
141
$287K 0.12%
3,132
-4
142
$286K 0.12%
3,167
+1
143
$284K 0.12%
2,865
+24
144
$283K 0.12%
4,345
-18
145
$283K 0.12%
4,202
+281
146
$283K 0.12%
6,130
-140
147
$281K 0.12%
3,301
-5
148
$278K 0.12%
+17,723
149
$273K 0.11%
4,436
-4,895
150
$272K 0.11%
+4,536
4 5
6
7 8