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
$275M
AUM Growth
-$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$877K
2
+$629K
3
+$367K
4
ORCL icon
Oracle
ORCL
+$346K
5
LLY icon
Eli Lilly
LLY
+$282K

Top Sells

1
+$2.56M
2
+$2.12M
3
+$1.34M
4
LRCX icon
Lam Research
LRCX
+$1.21M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.12M

Sector Composition

1 Technology 10%
2 Financials 6.76%
3 Industrials 5.3%
4 Healthcare 5.29%
5 Consumer Discretionary 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.68M 0.61%
3,626
-319
27
$1.67M 0.61%
23,350
-1,579
28
$1.64M 0.59%
13,197
-1,322
29
$1.61M 0.59%
8,510
-560
30
$1.6M 0.58%
14,113
-1,620
31
$1.56M 0.57%
2,933
-661
32
$1.55M 0.56%
7,014
-583
33
$1.52M 0.55%
6,751
-594
34
$1.5M 0.54%
29,655
35
$1.49M 0.54%
6,777
-234
36
$1.4M 0.51%
14,065
-1,182
37
$1.36M 0.49%
2,684
-279
38
$1.33M 0.48%
2,534
-150
39
$1.32M 0.48%
7,447
-791
40
$1.31M 0.48%
4,146
-241
41
$1.3M 0.47%
14,376
-1,059
42
$1.29M 0.47%
5,634
-657
43
$1.29M 0.47%
7,673
-969
44
$1.28M 0.47%
18,256
-2,280
45
$1.24M 0.45%
26,051
-2,283
46
$1.24M 0.45%
28,160
-3,644
47
$1.22M 0.44%
3,635
-235
48
$1.2M 0.43%
15,682
-1,090
49
$1.19M 0.43%
5,262
-445
50
$1.19M 0.43%
1,300
-72
1
2
3 4 5