PMIM
Prudent Man Investment Management Portfolio holdings
AUM $180M
This Quarter Return
-1.37%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$180M
AUM Growth
-$216K (-0.1%)
Cap. Flow
-$216K
Cap. Flow % of AUM
-0.12%
Top 10 Holdings %Top 10 Hldgs %
94.24%
Holding
169
New
–
Increased
–
Reduced
5
Closed
–
Top Buys
No buys this quarter
Top Sells
| 1 | $84.2K | |
| 2 | $75.5K | |
| 3 | $24.8K | |
| 4 | $22.9K | |
| 5 | $8.07K |
Sector Composition
| 1 | Technology | 2.37% |
| 2 | Financials | 0.29% |
| 3 | Industrials | 0.18% |
| 4 | Consumer Staples | 0.17% |
| 5 | Healthcare | 0.17% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $191K | 0.11% | 2,115 | – | – | |||
| $186K | 0.1% | 1,587 | – | – | |||
| $178K | 0.1% | 366 | – | – | |||
| $177K | 0.1% | 1,642 | – | – | |||
| $139K | 0.08% | 832 | – | – | |||
| $125K | 0.07% | 214 | – | – | |||
| $112K | 0.06% | 191 | – | – | |||
| $103K | 0.06% | 260 | – | – | |||
| $95.8K | 0.05% | 1,134 | – | – | |||
| $93.1K | 0.05% | 179 | – | – | |||
| $89.5K | 0.05% | 804 | – | – | |||
| $86.2K | 0.05% | 1,839 | – | – | |||
| $70.4K | 0.04% | 200 | – | – | |||
| $69.4K | 0.04% | 1,580 | – | – | |||
| $63.1K | 0.04% | 2,371 | – | – | |||
| $60K | 0.03% | 415 | – | – | |||
| $59.6K | 0.03% | 104 | – | – | |||
| $53K | 0.03% | 280 | – | – | |||
| $50K | 0.03% | 248 | – | – | |||
| $49.4K | 0.03% | 200 | – | – | |||
| $47.9K | 0.03% | 62 | – | – | |||
| $44.7K | 0.02% | 1,190 | – | – | |||
| $44.6K | 0.02% | 308 | – | – | |||
| $43.5K | 0.02% | 150 | – | – | |||
| $43.1K | 0.02% | 42 | – | – |
