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PMA

Prudent Man Advisors Portfolio holdings

AUM $334M
1-Year Est. Return 20.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$267M
AUM Growth
-$1.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$1.03M
3
+$718K
4
NI icon
NiSource
NI
+$639K
5
MSM icon
MSC Industrial Direct
MSM
+$609K

Top Sells

1
+$3.1M
2
+$1.89M
3
+$1.75M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.37M
5
TMO icon
Thermo Fisher Scientific
TMO
+$870K

Sector Composition

1 Technology 9.94%
2 Financials 7.54%
3 Healthcare 6.11%
4 Industrials 5.57%
5 Real Estate 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$109K 0.04%
10,122
-620
177
$88.9K 0.03%
34,326
-7,337
178
– –
-1,924
179
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-11,131
180
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-6,600
181
– –
-6,375
182
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-2,545
183
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-5,423
184
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-10,615
185
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187
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188
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-5,462
196
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-12,145
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8