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
126
$423K 0.16%
1,704
-12
127
$415K 0.15%
4,598
-48
128
$407K 0.15%
4,371
-38
129
$402K 0.15%
6,375
-4,948
130
$401K 0.15%
3,732
131
$393K 0.15%
3,780
-548
132
$391K 0.15%
8,427
133
$380K 0.14%
5,423
-7,131
134
$379K 0.14%
3,823
-70
135
$362K 0.14%
6,304
-64
136
$357K 0.13%
471
-44
137
$323K 0.12%
10,125
-90
138
$306K 0.11%
8,798
-81
139
$304K 0.11%
2,641
-20
140
$301K 0.11%
4,569
-859
141
$291K 0.11%
1,906
-216
142
$285K 0.11%
2,825
-305
143
$262K 0.1%
1,375
-167
144
$259K 0.1%
5,462
145
$257K 0.1%
1,638
-184
146
$254K 0.09%
2,454
-422
147
$253K 0.09%
3,761
-171
148
$250K 0.09%
3,299
-390
149
$249K 0.09%
1,865
-16
150
$247K 0.09%
1,275
-146
4 5
6
7 8