PMA

Prudent Man Advisors Portfolio holdings

AUM $275M
1-Year Est. Return 19.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
+$8.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.13M
3
+$1.03M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$596K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$574K

Top Sells

1
+$608K
2
+$576K
3
+$524K
4
DFS
Discover Financial Services
DFS
+$521K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$464K

Sector Composition

1 Technology 8.25%
2 Healthcare 7.27%
3 Financials 6.89%
4 Real Estate 4.92%
5 Industrials 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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