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Professionally Managed Portfolios

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
566415270

Funds

Data from SEC filings
Series Ticker %Monthly Return ? $Assets #Holdings As of
Akre Focus Fund AKREX, AKRIX, AKRSX -2.34 5.11 5.09 17.75B 23 Jul 2021
Becker Value Equity Fund BVEFX, BVEIX 3.48 -0.44 146.3M 59 Jul 2021
Boston Common ESG Impact International Fund BCAIX 1.74 3.5 -1.4 472.2M 59 Jun 2021
Boston Common ESG Impact U.S. Equity Fund BCAMX 4.19 2.77 58.81M 60 Jun 2021
CAN SLIM Tactical Growth Fund CANGX 4.76 1 1.91 30.81M 65 Jun 2021
Congress Large Cap Growth Fund CAMLX, CMLIX -0.65 4.35 4.06 491.62M 43 Jul 2021
Congress Mid Cap Growth Fund CMIDX, IMIDX -0.7 4.04 4.44 1.66B 41 Jul 2021
Congress Small Cap Growth Fund CSMVX, CSMCX 2.95 1.9 178.58M 41 Jul 2021
Hodges Blue Chip Equity Income Fund HDPBX 5.74 2.6 27.81M 26 Jun 2021
Hodges Fund HDPMX 4.23 1.05 3.59 248.38M 50 Jun 2021
Hodges Small Cap Fund HDPSX, HDSIX 4.07 1.91 2.24 263.98M 56 Jun 2021
Hodges Small Intrinsic Value Fund HDSVX 2.6 4.22 -1.62 17.66M 51 Jun 2021
Muzinich Credit Opportunities Fund MZCIX, MZCSX 543.4M 328 Jun 2021
Muzinich High Income Floating Rate Fund MZFIX 36.32M 144 Jun 2021
Muzinich Low Duration Fund MZLIX, MZLSX 346.01M 279 Jun 2021
Muzinich U.S. High Yield Credit Fund MZHIX, MZHSX 1.04 29.03M 218 Jun 2021
Osterweis Emerging Opportunity Fund OSTGX 6.85 -3.79 5.69 249.4M 40 Jun 2021
Osterweis Strategic Investment Fund OSTVX 4.06 1.01 166.8M 149 Jun 2021
Osterweis Total Return Fund OSTRX 205.69M 177 Jun 2021
Otter Creek Long/Short Opportunity Fund OTTRX, OTCRX 1.51 -0.81 -0.36 194.51M 62 Jul 2021
TCM Small Cap Growth Fund TCMSX 3.98 1.08 499.38M 88 Jun 2021
The Osterweis Fund OSTFX 5.11 -0.09 1.92 182.24M 43 Jun 2021
The Osterweis Strategic Income Fund OSTIX 1.45 5.36B 184 Jun 2021
Trillium ESG Global Equity Fund PORTX, PORIX 3.75 2.35 2.45 917.54M 128 Jun 2021
Trillium ESG Small/Mid Cap Fund TSMDX 4.81 -0.71 31.78M 67 Jun 2021
Villere Balanced Fund VILLX 1.23 -0.46 2.22 234.24M 44 Aug 2021
Villere Equity Fund VLEQX 1.82 -1.53 1.42 66.94M 25 Aug 2021

Calendar

6 Oct 21
22 Oct 21
31 Dec 21

Current reports

No filings