PMA

Prudent Man Advisors Portfolio holdings

AUM $275M
1-Year Est. Return 19.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
-$659K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$764K
3
+$454K
4
TSLA icon
Tesla
TSLA
+$407K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$386K

Top Sells

1
+$6.17M
2
+$526K
3
+$439K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$301K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$295K

Sector Composition

1 Financials 8.8%
2 Technology 8.42%
3 Healthcare 5.86%
4 Industrials 5.69%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
0
202
– –
0
203
– –
0
204
– –
0
205
– –
-2,813
206
– –
-3,627
5 6 7 8
9