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
151
– –
0
152
$246K 0.08%
3,488
+89
153
$237K 0.08%
2,304
+26
154
$230K 0.07%
2,978
155
$228K 0.07%
2,298
156
$224K 0.07%
8,622
+237
157
$224K 0.07%
3,201
+91
158
$221K 0.07%
+1,801
159
$219K 0.07%
+1,443
160
$216K 0.07%
+1,641
161
$216K 0.07%
+7,049
162
$216K 0.07%
12,737
+2,619
163
$215K 0.07%
+3,374
164
$212K 0.07%
+766
165
$209K 0.07%
1,409
+18
166
$208K 0.07%
1,206
+40
167
$208K 0.07%
+6,287
168
$206K 0.07%
1,632
+21
169
$206K 0.07%
4,422
+51
170
$206K 0.07%
8,004
+98
171
$199K 0.06%
14,498
+358
172
$197K 0.06%
11,254
+125
173
$172K 0.05%
25,145
-5,980
174
$170K 0.05%
11,045
+334
175
$168K 0.05%
28,369
+5,987
4 5 6
7
8