PMA

Prudent Man Advisors Portfolio holdings

AUM $271M
1-Year Est. Return 16.82%
This Quarter Est. Return
1 Year Est. Return
+16.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
+$169K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$2.02M
3
+$1.96M
4
LRCX icon
Lam Research
LRCX
+$1.07M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$722K

Top Sells

1
+$3.54M
2
+$2.49M
3
+$1.88M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.5M
5
SRE icon
Sempra
SRE
+$850K

Sector Composition

1 Technology 9.66%
2 Financials 7.9%
3 Healthcare 5.77%
4 Industrials 5.07%
5 Real Estate 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 0.7%
14,545
+432
27
$1.83M 0.66%
2,244
+55
28
$1.77M 0.64%
15,155
+136
29
$1.73M 0.63%
24,381
+1,031
30
$1.64M 0.6%
7,150
+373
31
$1.51M 0.55%
13,764
+567
32
$1.49M 0.54%
7,041
+290
33
$1.47M 0.53%
4,201
+55
34
$1.44M 0.52%
2,973
+40
35
$1.43M 0.52%
2,727
+43
36
$1.41M 0.51%
2,573
+39
37
$1.36M 0.49%
5,827
+193
38
$1.34M 0.49%
18,698
+442
39
$1.34M 0.49%
7,859
+186
40
$1.31M 0.47%
14,877
+501
41
$1.3M 0.47%
14,534
+469
42
$1.29M 0.47%
1,364
+64
43
$1.27M 0.46%
1,947
+47
44
$1.25M 0.45%
5,467
+205
45
$1.25M 0.45%
8,073
-437
46
$1.24M 0.45%
27,147
+1,096
47
$1.23M 0.44%
7,975
+311
48
$1.21M 0.44%
7,260
+168
49
$1.21M 0.44%
28,949
+789
50
$1.21M 0.44%
38,589
+1,109
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