PMIM

Prudent Man Investment Management Portfolio holdings

AUM $180M
1-Year Est. Return 8.45%
This Quarter Est. Return
1 Year Est. Return
+8.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
-$216K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$506

Top Sells

1
+$84.2K
2
+$75.5K
3
+$24.8K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$22.9K
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$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 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 0.04%
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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