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
51
$42.7K 0.02%
+178
52
$38.7K 0.02%
+200
53
$38.2K 0.02%
+228
54
$38.1K 0.02%
+84
55
$37.3K 0.02%
+516
56
$35.8K 0.02%
+300
57
$34.8K 0.02%
+800
58
$34.5K 0.02%
+185
59
$34.4K 0.02%
+970
60
$31.6K 0.02%
+178
61
$30.4K 0.02%
+200
62
$29.8K 0.02%
+559
63
$29.6K 0.02%
+72
64
$28.2K 0.02%
+300
65
$26.8K 0.01%
+122
66
$26.3K 0.01%
+300
67
$26.1K 0.01%
+1,127
68
$25.4K 0.01%
+100
69
$21.7K 0.01%
+180
70
$20.8K 0.01%
+520
71
$20.5K 0.01%
+1,020
72
$20.4K 0.01%
+700
73
$19K 0.01%
+64
74
$18.1K 0.01%
+82
75
$17.1K 0.01%
+643
1 2
3
4 5