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
101
$700K 0.22%
2,401
-53
102
$697K 0.22%
17,269
+30
103
$688K 0.22%
19,270
+41
104
$679K 0.22%
9,274
-201
105
$677K 0.21%
13,761
+3,269
106
$669K 0.21%
1,339
+301
107
$654K 0.21%
4,169
-111
108
$654K 0.21%
3,568
-1
109
$653K 0.21%
6,295
+2
110
$643K 0.2%
8,485
+1,974
111
$633K 0.2%
7,641
-10
112
$599K 0.19%
10,690
-1,922
113
$587K 0.19%
4,370
+9
114
$580K 0.18%
1,583
115
$576K 0.18%
16,205
+38
116
$570K 0.18%
6,535
-4
117
$570K 0.18%
12,303
-282
118
$505K 0.16%
3,605
+45
119
$498K 0.16%
1,696
+20
120
$496K 0.16%
6,650
-1
121
$489K 0.16%
1,258
+1
122
$480K 0.15%
8,910
-310
123
$462K 0.15%
4,197
124
$459K 0.15%
3,079
+688
125
$455K 0.14%
7,898
+90
3 4
5
6 7