PMIM

Prudent Man Investment Management Portfolio holdings

AUM $297M
1-Year Est. Return 13.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$297M
AUM Growth
-$118K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1 +$2.99K
2 +$120
3 +$70

Sector Composition

1 Technology 1.63%
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
V icon
76
Visa
V
$611B
$22.1K 0.01%
63
BBSI icon
77
Barrett Business Services
BBSI
$741M
$21.8K 0.01%
601
VZ icon
78
Verizon
VZ
$198B
$21.2K 0.01%
520
IWM icon
79
iShares Russell 2000 ETF
IWM
$77.9B
$20.4K 0.01%
83
TSLA icon
80
Tesla
TSLA
$1.47T
$20.2K 0.01%
45
-9
TSM icon
81
TSMC
TSM
$2.05T
$19.8K 0.01%
65
INTC icon
82
Intel
INTC
$543B
$19.2K 0.01%
520
TRV icon
83
Travelers Companies
TRV
$64.5B
$16.8K 0.01%
58
PG icon
84
Procter & Gamble
PG
$337B
$16.8K 0.01%
117
NKE icon
85
Nike
NKE
$63.6B
$16.8K 0.01%
263
AVGO icon
86
Broadcom
AVGO
$2.03T
$16.3K 0.01%
47
-2
GILD icon
87
Gilead Sciences
GILD
$166B
$16.2K 0.01%
132
BSV icon
88
Vanguard Short-Term Bond ETF
BSV
$44.1B
$16.1K 0.01%
204
META icon
89
Meta Platforms (Facebook)
META
$1.53T
$15.8K 0.01%
24
AVGE icon
90
Avantis All Equity Markets ETF
AVGE
$923M
$14.5K ﹤0.01%
169
KEY icon
91
KeyCorp
KEY
$23.8B
$14.3K ﹤0.01%
693
FE icon
92
FirstEnergy
FE
$27B
$13.4K ﹤0.01%
300
BAX icon
93
Baxter International
BAX
$8.66B
$13.4K ﹤0.01%
700
GOVT icon
94
iShares US Treasury Bond ETF
GOVT
$40.9B
$13.2K ﹤0.01%
575
BA icon
95
Boeing
BA
$177B
$13K ﹤0.01%
60
SCHB icon
96
Schwab US Broad Market ETF
SCHB
$41.3B
$12.3K ﹤0.01%
470
+114
NVS icon
97
Novartis
NVS
$277B
$11.6K ﹤0.01%
84
AEP icon
98
American Electric Power
AEP
$75B
$11.5K ﹤0.01%
100
MRK icon
99
Merck
MRK
$280B
$10.5K ﹤0.01%
100
MO icon
100
Altria Group
MO
$122B
$10.4K ﹤0.01%
180