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
126
$379K 0.13%
4,257
+226
127
$379K 0.13%
11,748
+264
128
$351K 0.12%
1,772
+75
129
$330K 0.12%
1,597
+84
130
$328K 0.12%
6,211
+326
131
$326K 0.12%
3,360
132
$322K 0.11%
3,368
+119
133
$298K 0.11%
1,966
+105
134
$286K 0.1%
9,971
+522
135
$265K 0.09%
1,208
-123
136
$258K 0.09%
1,530
+59
137
$251K 0.09%
5,384
-832
138
$250K 0.09%
2,557
+136
139
$249K 0.09%
4,851
+253
140
$248K 0.09%
8,722
+457
141
$244K 0.09%
3,379
-285
142
$241K 0.09%
+8,377
143
$241K 0.09%
3,094
144
$240K 0.08%
1,937
+70
145
$239K 0.08%
1,166
+150
146
– –
0
147
$231K 0.08%
7,320
+297
148
$230K 0.08%
+2,809
149
$229K 0.08%
934
-137
150
$227K 0.08%
6,099
+325
4 5
6
7 8