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
151
$272K 0.11%
9,803
+23
152
$271K 0.11%
11,561
+57
153
$267K 0.11%
2,021
+1
154
$267K 0.11%
5,921
-48
155
$266K 0.11%
+4,051
156
$264K 0.11%
3,543
-9
157
$259K 0.11%
10,478
-30
158
$258K 0.11%
6,724
159
$257K 0.11%
3,008
-52
160
$256K 0.11%
2,015
+12
161
$255K 0.11%
12,045
-3,580
162
$253K 0.11%
+4,638
163
$251K 0.11%
5,304
+50
164
$250K 0.11%
10,278
-4
165
$250K 0.11%
2,815
-8
166
$247K 0.1%
+5,205
167
$242K 0.1%
4,979
+3
168
$241K 0.1%
2,075
+6
169
$241K 0.1%
4,879
-4
170
$239K 0.1%
+3,023
171
$238K 0.1%
4,326
172
$236K 0.1%
7,138
+319
173
$235K 0.1%
10,385
+70
174
$234K 0.1%
2,451
+7
175
$230K 0.1%
5,585
-33
5 6
7
8 9