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
176
– –
-3,111
177
– –
-6,831
178
– –
-1,255
179
– –
-7,537
180
– –
-2,650
181
– –
-1,588
182
– –
-2,334
183
– –
-1,213
184
– –
-22,755
4 5 6 7
8