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
101
$616K 0.22%
10,184
-3,304
102
$616K 0.22%
15,933
-499
103
$602K 0.22%
1,548
-246
104
$602K 0.22%
4,774
+271
105
$598K 0.22%
4,182
-552
106
$594K 0.22%
6,507
-1,029
107
$567K 0.21%
7,488
-945
108
$567K 0.21%
15,241
-2,396
109
$567K 0.21%
6,147
-820
110
$553K 0.2%
3,965
-501
111
$551K 0.2%
4,176
-564
112
$526K 0.19%
9,034
-1,612
113
$525K 0.19%
4,279
-558
114
$523K 0.19%
677
+365
115
$508K 0.18%
6,357
-1,035
116
$502K 0.18%
1,676
-302
117
$470K 0.17%
6,150
-276
118
$467K 0.17%
3,560
-697
119
$460K 0.17%
980
-40
120
$453K 0.16%
1,229
-253
121
$435K 0.16%
10,737
-2,309
122
$428K 0.16%
13,462
-2,506
123
$424K 0.15%
11,532
-430
124
$420K 0.15%
3,946
+221
125
$417K 0.15%
7,808
+1,597
3 4
5
6 7