PMA
Prudent Man Advisors Portfolio holdings
AUM
$315M
This Quarter Return
+4.83%
1 Year Return
+16.33%
3 Year Return
+53.15%
5 Year Return
+89.44%
10 Year Return
–
AUM
$266M
AUM Growth
+$266M
(+4%)
Cap. Flow
+$244K
Cap. Flow
% of AUM
0.09%
Top 10 Holdings %
Top 10 Hldgs %
47.75%
Holding
219
New
16
Increased
21
Reduced
107
Closed
11
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$809K |
| 2 |
Cisco
CSCO
|
$731K |
| 3 |
Emerson Electric
EMR
|
$697K |
| 4 |
Qualcomm
QCOM
|
$631K |
| 5 |
Public Storage
PSA
|
$591K |
Top Sells
| 1 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$1M |
| 2 |
S&P Global
SPGI
|
$667K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$526K |
| 4 |
Caesars Entertainment
CZR
|
$454K |
| 5 |
Corpay
CPAY
|
$386K |
Sector Composition
| 1 | Technology | 9.54% |
| 2 | Healthcare | 7.11% |
| 3 | Financials | 6.78% |
| 4 | Real Estate | 4.74% |
| 5 | Industrials | 4.7% |
