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
$275M
AUM Growth
+$169K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.09M
3
+$1.93M
4
LRCX icon
Lam Research
LRCX
+$1.16M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$759K

Top Sells

1
+$3.56M
2
+$2.63M
3
+$1.85M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.5M
5
SRE icon
Sempra
SRE
+$850K

Sector Composition

1 Technology 9.66%
2 Financials 7.9%
3 Healthcare 5.77%
4 Industrials 5.07%
5 Real Estate 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-2,549
177
– –
-2,721
178
– –
-1,763
179
– –
-11,883
180
– –
-9,685
4 5 6 7
8