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
151
– –
0
152
$222K 0.08%
+1,555
153
$220K 0.08%
4,868
+260
154
$218K 0.08%
+2,536
155
$218K 0.08%
1,808
+99
156
$216K 0.08%
1,845
+99
157
$212K 0.07%
8,441
-900
158
$210K 0.07%
2,514
+95
159
$202K 0.07%
1,075
-119
160
$195K 0.07%
13,866
+587
161
$195K 0.07%
35,126
+1,205
162
$194K 0.07%
10,794
+570
163
$174K 0.06%
15,528
+547
164
$168K 0.06%
25,865
+926
165
$162K 0.06%
11,100
+392
166
$159K 0.06%
11,883
-1,148
167
$157K 0.06%
+10,242
168
$150K 0.05%
14,478
+3,374
169
$140K 0.05%
10,503
+381
170
$107K 0.04%
+10,711
171
$103K 0.04%
+30,681
172
$94.2K 0.03%
13,718
+473
173
$93.7K 0.03%
34,326
174
– –
-1,774
175
– –
-3,375
4 5 6
7
8