PMIM

Prudent Man Investment Management Portfolio holdings

AUM $180M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$57.6M
2
+$52M
3
+$18.5M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$15.3M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$15.3M

Top Sells

No sells this quarter

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 Change
in Stake 		Capital Flow
26
$191K 0.11%
+2,115
27
$186K 0.1%
+1,587
28
$178K 0.1%
+366
29
$177K 0.1%
+1,642
30
$139K 0.08%
+832
31
$125K 0.07%
+214
32
$112K 0.06%
+191
33
$103K 0.06%
+260
34
$95.8K 0.05%
+1,134
35
$93.1K 0.05%
+179
36
$89.5K 0.05%
+804
37
$86.2K 0.05%
+1,839
38
$70.4K 0.04%
+200
39
$69.4K 0.04%
+1,580
40
$63.1K 0.03%
+2,371
41
$60K 0.03%
+415
42
$59.6K 0.03%
+104
43
$53K 0.03%
+280
44
$50K 0.03%
+248
45
$49.4K 0.03%
+200
46
$47.9K 0.03%
+62
47
$44.7K 0.02%
+1,190
48
$44.6K 0.02%
+308
49
$43.5K 0.02%
+150
50
$43.1K 0.02%
+42
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