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
$266M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$809K
2
+$731K
3
+$697K
4
QCOM icon
Qualcomm
QCOM
+$631K
5
PSA icon
Public Storage
PSA
+$591K

Top Sells

1
+$1M
2
+$708K
3
+$667K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$526K
5
CZR icon
Caesars Entertainment
CZR
+$454K

Sector Composition

1 Technology 9.54%
2 Healthcare 7.11%
3 Financials 6.78%
4 Real Estate 4.74%
5 Industrials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$259K 0.1%
5,462
152
$253K 0.1%
1,803
153
$252K 0.09%
2,635
154
$250K 0.09%
13,784
155
$250K 0.09%
+1,875
156
$246K 0.09%
1,796
157
$245K 0.09%
6,032
158
$245K 0.09%
1,881
+248
159
$244K 0.09%
5,039
-536
160
$243K 0.09%
+2,224
161
$242K 0.09%
4,053
162
$241K 0.09%
2,978
163
$240K 0.09%
1,580
+7
164
$240K 0.09%
1,490
165
$239K 0.09%
+3,795
166
$238K 0.09%
4,122
167
$235K 0.09%
2,806
168
$234K 0.09%
4,957
+26
169
$232K 0.09%
2,186
170
$228K 0.09%
+1,429
171
$227K 0.09%
+3,000
172
$226K 0.09%
+5,799
173
$226K 0.09%
12,530
174
$223K 0.08%
+6,295
175
$222K 0.08%
3,197
5 6
7
8 9