PMIM

Prudent Man Investment Management Portfolio holdings

AUM $297M
1-Year Est. Return 11.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$297M
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$34.6M
2
+$23.5M
3
+$19.8M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$10.2M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$7.17M

Top Sells

1
+$725K
2
+$555K
3
+$508K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$451K
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$376K

Sector Composition

1 Technology 1.64%
2 Financials 0.35%
3 Consumer Staples 0.16%
4 Consumer Discretionary 0.14%
5 Healthcare 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IDCC icon
51
InterDigital
IDCC
$8.37B
$63.7K 0.02%
200
JPM icon
52
JPMorgan Chase
JPM
$773B
$62.5K 0.02%
194
+16
CVX icon
53
Chevron
CVX
$400B
$56.8K 0.02%
373
+65
WM icon
54
Waste Management
WM
$93.3B
$54.5K 0.02%
248
AMZN icon
55
Amazon
AMZN
$2.2T
$52.9K 0.02%
229
+107
EXPE icon
56
Expedia Group
EXPE
$28.8B
$52.4K 0.02%
185
ABBV icon
57
AbbVie
ABBV
$363B
$49.1K 0.02%
215
+37
DFIV icon
58
Dimensional International Value ETF
DFIV
$17.3B
$48.4K 0.02%
970
LOW icon
59
Lowe's Companies
LOW
$126B
$48.2K 0.02%
200
MCD icon
60
McDonald's
MCD
$220B
$38.8K 0.01%
127
-23
CMCSA icon
61
Comcast
CMCSA
$104B
$35.6K 0.01%
1,190
PLTR icon
62
Palantir
PLTR
$360B
$35.2K 0.01%
+198
ABT icon
63
Abbott
ABT
$183B
$32.7K 0.01%
+261
DISV icon
64
Dimensional International Small Cap Value ETF
DISV
$4.2B
$31.8K 0.01%
838
+195
WEC icon
65
WEC Energy
WEC
$36.5B
$31.6K 0.01%
300
PPG icon
66
PPG Industries
PPG
$21.8B
$30.7K 0.01%
300
SCHX icon
67
Schwab US Large- Cap ETF
SCHX
$60.9B
$30.3K 0.01%
1,127
DFIS icon
68
Dimensional International Small Cap ETF
DFIS
$4.97B
$29.4K 0.01%
893
+217
PM icon
69
Philip Morris
PM
$254B
$28.9K 0.01%
180
ITW icon
70
Illinois Tool Works
ITW
$74.3B
$26.6K 0.01%
108
+8
SRE icon
71
Sempra
SRE
$59.9B
$26.5K 0.01%
300
VUG icon
72
Vanguard Growth ETF
VUG
$187B
$25.4K 0.01%
52
-20
TSLA icon
73
Tesla
TSLA
$1.38T
$24.3K 0.01%
54
+45
CAH icon
74
Cardinal Health
CAH
$48.9B
$22.8K 0.01%
111
BLK icon
75
Blackrock
BLK
$149B
$22.5K 0.01%
21
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3
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