PMIM
Prudent Man Investment Management Portfolio holdings
AUM
$180M
This Quarter Return
-0.68%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$181M
AUM Growth
–
Cap. Flow
+$181M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
94.25%
Holding
169
New
169
Increased
–
Reduced
–
Closed
–
Top Buys
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
JPMorgan Chase
JPM
$829B
| $42.7K | 0.02% |
+178
| New | +$42.7K |
|
52
InterDigital
IDCC
$7.01B
| $38.7K | 0.02% |
+200
| New | +$38.7K |
|
53
Procter & Gamble
PG
$368B
| $38.2K | 0.02% |
+228
| New | +$38.2K |
|
54
Berkshire Hathaway Class B
BRK.B
$1.09T
| $38.1K | 0.02% |
+84
| New | +$38.1K |
|
55
Avantis All Equity Markets ETF
AVGE
$596M
| $37.3K | 0.02% |
+516
| New | +$37.3K |
|
56
PPG Industries
PPG
$25.1B
| $35.8K | 0.02% |
+300
| New | +$35.8K |
|
57
Barrett Business Services
BBSI
$1.25B
| $34.8K | 0.02% |
+800
| New | +$34.8K |
|
58
Expedia Group
EXPE
$26.6B
| $34.5K | 0.02% |
+185
| New | +$34.5K |
|
59
Dimensional International Value ETF
DFIV
$13.1B
| $34.4K | 0.02% |
+970
| New | +$34.4K |
|
60
AbbVie
ABBV
$372B
| $31.6K | 0.02% |
+178
| New | +$31.6K |
|
61
PepsiCo
PEP
$204B
| $30.4K | 0.02% |
+200
| New | +$30.4K |
|
62
Xtrackers S&P 500 ESG ETF
SNPE
$2.07B
| $29.8K | 0.02% |
+559
| New | +$29.8K |
|
63
Vanguard Growth ETF
VUG
$185B
| $29.6K | 0.02% |
+72
| New | +$29.6K |
|
64
WEC Energy
WEC
$34.3B
| $28.2K | 0.02% |
+300
| New | +$28.2K |
|
65
Amazon
AMZN
$2.44T
| $26.8K | 0.01% |
+122
| New | +$26.8K |
|
66
Sempra
SRE
$53.9B
| $26.3K | 0.01% |
+300
| New | +$26.3K |
|
67
Schwab US Large- Cap ETF
SCHX
$59B
| $26.1K | 0.01% |
+1,127
| New | +$26.1K |
|
68
Illinois Tool Works
ITW
$77.1B
| $25.4K | 0.01% |
+100
| New | +$25.4K |
|
69
Philip Morris
PM
$260B
| $21.7K | 0.01% |
+180
| New | +$21.7K |
|
70
Verizon
VZ
$186B
| $20.8K | 0.01% |
+520
| New | +$20.8K |
|
71
Intel
INTC
$107B
| $20.5K | 0.01% |
+1,020
| New | +$20.5K |
|
72
Baxter International
BAX
$12.7B
| $20.4K | 0.01% |
+700
| New | +$20.4K |
|
73
American Express
AXP
$231B
| $19K | 0.01% |
+64
| New | +$19K |
|
74
iShares Russell 2000 ETF
IWM
$67B
| $18.1K | 0.01% |
+82
| New | +$18.1K |
|
75
Dimensional International Small Cap Value ETF
DISV
$3.49B
| $17.1K | 0.01% |
+643
| New | +$17.1K |
|