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
51
$1.19M 0.43%
12,460
-7
52
$1.18M 0.43%
7,664
-553
53
$1.16M 0.42%
7,956
-672
54
$1.15M 0.42%
18,997
-2,102
55
$1.13M 0.41%
1,900
-303
56
$1.1M 0.4%
222
-12
57
$1.06M 0.39%
11,817
-1,338
58
$1.03M 0.38%
7,254
-1,340
59
$1.03M 0.37%
7,092
-1,099
60
$1.01M 0.37%
7,672
-428
61
$1.01M 0.37%
47,700
-12,300
62
$1M 0.36%
16,957
-1,666
63
$992K 0.36%
20,064
-5,784
64
$981K 0.36%
2,430
+678
65
$976K 0.35%
4,640
-460
66
$972K 0.35%
8,732
-236
67
$969K 0.35%
1,945
+13
68
$929K 0.34%
10,396
-567
69
$901K 0.33%
3,107
-474
70
$895K 0.33%
7,733
-999
71
$892K 0.32%
14,800
-437
72
$891K 0.32%
5,014
-826
73
$857K 0.31%
12,638
-1,144
74
$850K 0.31%
9,685
-990
75
$826K 0.3%
2,614
-156
1 2
3
4 5