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
76
$16.6K 0.01%
+676
77
$13.9K 0.01%
+20
78
$13.5K 0.01%
+200
79
$13.2K 0.01%
+575
80
$13.1K 0.01%
+111
81
$12.3K 0.01%
+333
82
$12.3K 0.01%
+880
83
$12.2K 0.01%
+132
84
$12.2K 0.01%
+129
85
$12K 0.01%
+33
86
$11.9K 0.01%
+300
87
$11.8K 0.01%
+60
88
$10.7K 0.01%
+34
89
$10.1K 0.01%
+11
90
$9.41K 0.01%
+180
91
$9.33K 0.01%
+191
92
$9.22K 0.01%
+100
93
$8.86K ﹤0.01%
+334
94
$8.68K ﹤0.01%
+1,056
95
$8.32K ﹤0.01%
+63
96
$8.18K ﹤0.01%
+84
97
$8.04K ﹤0.01%
+354
98
$8.03K ﹤0.01%
+98
99
$7.79K ﹤0.01%
+163
100
$7.62K ﹤0.01%
+200
2 3
4
5 6