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
$211M
AUM Growth
-$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$1.72M
2 +$763K
3 +$679K
4
EA icon
Electronic Arts
EA
+$627K
5
BND icon
Vanguard Total Bond Market
BND
+$388K

Top Sells

1 +$642K
2 +$254K
3 +$243K
4
META icon
Meta Platforms (Facebook)
META
+$231K
5
OVV icon
Ovintiv
OVV
+$229K

Sector Composition

1 Financials 6.81%
2 Healthcare 6.58%
3 Technology 5.81%
4 Real Estate 4.64%
5 Industrials 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-5,172
177
-4,531
178
-2,017
179
-7,482
180
-2,311
181
-4,126
182
-3,021