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
51
$1.41M 0.45%
1,708
+410
52
$1.41M 0.45%
5,620
+823
53
$1.39M 0.44%
17,523
+2,989
54
$1.37M 0.44%
3,632
+908
55
$1.35M 0.43%
28,557
-392
56
$1.32M 0.42%
4,846
+1,192
57
$1.31M 0.42%
16,370
-2,328
58
$1.31M 0.42%
45,682
+7,093
59
$1.31M 0.41%
7,491
-63
60
$1.27M 0.4%
1,741
-206
61
$1.21M 0.38%
21,566
+5,792
62
$1.21M 0.38%
17,382
63
$1.2M 0.38%
9,104
+1,151
64
$1.2M 0.38%
7,511
-348
65
$1.17M 0.37%
11,988
-12
66
$1.16M 0.37%
14,028
+2,211
67
$1.14M 0.36%
3,659
+932
68
$1.14M 0.36%
7,798
-128
69
$1.11M 0.35%
6,432
+965
70
$1.09M 0.35%
13,388
+6,082
71
$1.09M 0.34%
6,001
+1,516
72
$1.04M 0.33%
1,966
-28
73
$1.03M 0.33%
18,439
-241
74
$1.03M 0.33%
3,208
+818
75
$1.02M 0.32%
7,137
-123
1 2
3
4 5