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
$267M
AUM Growth
-$1.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$1.15M
3
+$1.13M
4
NEM icon
Newmont
NEM
+$746K
5
NI icon
NiSource
NI
+$673K

Top Sells

1
+$3.1M
2
+$1.99M
3
+$1.75M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.44M
5
TMO icon
Thermo Fisher Scientific
TMO
+$901K

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
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-8,437
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180
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181
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-1,924
182
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184
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185
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187
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190
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196
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4 5 6 7
8