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
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