PMA
Prudent Man Advisors Portfolio holdings
AUM
$315M
This Quarter Return
+10.43%
1 Year Return
+16.33%
3 Year Return
+53.15%
5 Year Return
+89.44%
10 Year Return
–
AUM
$268M
AUM Growth
+$268M
(+6.3%)
Cap. Flow
-$8.97M
Cap. Flow
% of AUM
-3.35%
Top 10 Holdings %
Top 10 Hldgs %
47.76%
Holding
201
New
13
Increased
11
Reduced
153
Closed
14
Top Buys
| 1 |
NVIDIA
NVDA
|
$1.01M |
| 2 |
Rexford Industrial Realty
REXR
|
$644K |
| 3 |
Oneok
OKE
|
$631K |
| 4 |
Exxon Mobil
XOM
|
$623K |
| 5 |
Meta Platforms (Facebook)
META
|
$533K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$1.63M |
| 2 |
Citigroup
C
|
$673K |
| 3 |
PXD
Pioneer Natural Resource Co.
PXD
|
$644K |
| 4 |
Vanguard Total Bond Market
BND
|
$545K |
| 5 |
Iron Mountain
IRM
|
$499K |
Sector Composition
| 1 | Technology | 9.46% |
| 2 | Financials | 7.09% |
| 3 | Healthcare | 6.27% |
| 4 | Industrials | 4.91% |
| 5 | Real Estate | 4.88% |