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
151
$246K 0.09%
4,992
-47
152
$245K 0.09%
4,913
-44
153
$243K 0.09%
+1,328
154
$236K 0.09%
+1,858
155
$232K 0.09%
+10,074
156
$228K 0.09%
1,473
-265
157
$226K 0.08%
3,353
-631
158
$225K 0.08%
3,293
-629
159
$224K 0.08%
6,241
-54
160
$223K 0.08%
6,831
-4,971
161
$220K 0.08%
1,827
-204
162
$219K 0.08%
1,195
-244
163
$219K 0.08%
7,023
164
$218K 0.08%
1,945
-217
165
$217K 0.08%
2,626
-289
166
$214K 0.08%
2,116
-428
167
$212K 0.08%
10,882
-90
168
$211K 0.08%
1,567
-13
169
$211K 0.08%
1,924
-230
170
$209K 0.08%
+5,505
171
$207K 0.08%
+2,545
172
– –
0
173
$203K 0.08%
+3,027
174
$202K 0.08%
3,217
-376
175
– –
-390
5 6
7
8 9