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
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