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
76
$998K 0.32%
47,700
77
$996K 0.32%
12,942
+5
78
$964K 0.31%
11,058
+759
79
$959K 0.3%
7,101
-261
80
$936K 0.3%
5,045
-93
81
$917K 0.29%
3,140
-47
82
$876K 0.28%
3,965
+45
83
$871K 0.28%
27,234
+1,015
84
$870K 0.28%
23,495
+11,292
85
$863K 0.27%
7,218
+1,745
86
$827K 0.26%
2,503
-45
87
$826K 0.26%
1,455
+105
88
$822K 0.26%
3,631
+102
89
$820K 0.26%
13,057
-1,832
90
$815K 0.26%
13,989
-1,528
91
$803K 0.25%
11,646
+2,592
92
$784K 0.25%
1,933
+473
93
$772K 0.25%
1,735
+376
94
$769K 0.24%
11,065
+700
95
$768K 0.24%
985
+217
96
$757K 0.24%
6,170
-1,612
97
$743K 0.24%
50,934
-1,130
98
$743K 0.24%
4,830
+56
99
$736K 0.23%
8,205
+1,906
100
$709K 0.23%
2,232
+552
2 3
4
5 6