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
$315M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.69M
3
+$1.64M
4
AAPL icon
Apple
AAPL
+$1.5M
5
AMZN icon
Amazon
AMZN
+$1.08M

Top Sells

1
+$8.72M
2
+$478K
3
+$345K
4
LW icon
Lamb Weston
LW
+$255K
5
GSHD icon
Goosehead Insurance
GSHD
+$236K

Sector Composition

1 Technology 13.2%
2 Financials 8.59%
3 Industrials 6.08%
4 Healthcare 5.19%
5 Consumer Discretionary 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.3M 0.73%
16,894
+2,349
27
$2.25M 0.72%
23,040
+8,163
28
$2.15M 0.68%
16,106
+2,342
29
$2.09M 0.66%
8,759
+1,459
30
$1.99M 0.63%
28,615
+4,234
31
$1.97M 0.63%
5,561
+1,360
32
$1.97M 0.62%
2,473
+229
33
$1.93M 0.61%
3,430
+857
34
$1.91M 0.61%
8,182
+1,141
35
$1.88M 0.6%
8,595
+2,144
36
$1.78M 0.57%
1,801
+437
37
$1.76M 0.56%
3,293
+320
38
$1.75M 0.56%
9,539
+2,389
39
$1.73M 0.55%
299
+72
40
$1.73M 0.55%
17,752
+2,993
41
$1.66M 0.53%
6,316
+489
42
$1.62M 0.52%
30,841
+3,694
43
$1.57M 0.5%
14,654
+3,727
44
$1.57M 0.5%
12,690
+3,384
45
$1.55M 0.49%
9,689
+1,450
46
$1.52M 0.48%
9,529
+1,554
47
$1.5M 0.48%
25,330
+6,333
48
$1.45M 0.46%
1,967
+496
49
$1.42M 0.45%
8,030
-43
50
$1.41M 0.45%
7,725
+3,534
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