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
76
$788K 0.29%
14,553
-2,148
77
$765K 0.28%
4,243
-145
78
$760K 0.28%
1,278
-482
79
$752K 0.27%
50,857
+3,983
80
$743K 0.27%
1,428
-128
81
$740K 0.27%
10,814
+2,147
82
$719K 0.26%
3,920
-1,017
83
$716K 0.26%
3,625
84
$710K 0.26%
1,762
-122
85
$706K 0.26%
18,804
-3,424
86
$705K 0.26%
7,019
-289
87
$701K 0.25%
7,593
-1,024
88
$696K 0.25%
12,312
-2,244
89
$690K 0.25%
12,282
-1,904
90
$688K 0.25%
2,493
-350
91
$687K 0.25%
1,173
-57
92
$671K 0.24%
4,128
-238
93
$668K 0.24%
25,703
-3,112
94
$658K 0.24%
2,318
-101
95
$652K 0.24%
3,473
-446
96
$638K 0.23%
6,434
-444
97
$634K 0.23%
2,408
-181
98
$633K 0.23%
9,271
-1,654
99
$631K 0.23%
5,146
-222
100
$617K 0.22%
16,775
-2,312
2 3
4
5 6