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
126
$455K 0.14%
7,255
+2,112
127
$442K 0.14%
625
+151
128
$442K 0.14%
13,207
-469
129
$439K 0.14%
14,320
+1,300
130
$435K 0.14%
+4,412
131
$415K 0.13%
10,916
132
$411K 0.13%
12,882
+1,686
133
$410K 0.13%
+17,446
134
$410K 0.13%
+4,813
135
$369K 0.12%
13,841
136
$317K 0.1%
5,012
+58
137
$303K 0.1%
378
+10
138
$300K 0.1%
9,202
+113
139
$298K 0.09%
1,464
+18
140
$292K 0.09%
1,755
-2,301
141
$290K 0.09%
1,802
+21
142
$287K 0.09%
945
+25
143
$274K 0.09%
+11,360
144
$266K 0.08%
+5,190
145
$265K 0.08%
1,086
-270
146
– –
0
147
$262K 0.08%
+889
148
$258K 0.08%
1,675
-30
149
$255K 0.08%
+1,407
150
$254K 0.08%
+1,328
4 5
6
7 8