PMA
Prudent Man Advisors Portfolio holdings
AUM
$315M
1-Year Est. Return
16.33%
1 Year Est. Return
+16.33%
AUM
$315M
AUM Growth
+$39.5M
(+14%)
Holding
189
Top Buys
| 1 | +$2.06M | |
| 2 | +$1.95M | |
| 3 | +$1.94M | |
| 4 |
Apple
AAPL
|
+$1.55M |
| 5 |
Amazon
AMZN
|
+$1.19M |
Top Sells
| 1 | +$9.43M | |
| 2 | +$478K | |
| 3 | +$382K | |
| 4 |
Lamb Weston
LW
|
+$255K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
Columbus McKinnon
CMCO
$422M
| $160K | 0.05% |
+10,465
|
|
||
177
Lloyds Banking Group
LYG
$66.2B
| $150K | 0.05% |
35,402
+1,076
|
|
||
178
Liberty Energy
LBRT
$2.48B
| $137K | 0.04% |
+11,924
|
|
||
179
Mizuho Financial
MFG
$77.4B
| $116K | 0.04% |
20,870
+467
|
|
||
180
Talos Energy
TALO
$1.59B
| $115K | 0.04% |
+13,546
|
|
||
181
Patterson-UTI
PTEN
$2.12B
| $94.9K | 0.03% |
16,006
+3,375
|
|
||
182
Adeia
ADEA
$1.81B
| – | – |
-14,035
|
|
||
183
American Homes 4 Rent
AMH
$12.2B
| – | – |
-5,461
|
|
||
184
AtriCure
ATRC
$1.85B
| – | – |
-6,248
|
|
||
|
185
Goosehead Insurance
GSHD
$1.7B
| – | – |
-1,996
|
|
||
186
Chart Industries
GTLS
$8.98B
| – | – |
-1,394
|
|
||
187
Lennar Class A
LEN
$32.1B
| – | – |
-4,168
|
|
||
|
188
Lamb Weston
LW
$9.06B
| – | – |
-4,778
|
|
||
189
Merit Medical Systems
MMSI
$4.85B
| – | – |
-2,222
|
|