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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
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$34.6M
2
+$23.5M
3
+$19.8M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$10.2M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$7.17M

Top Sells

1
+$725K
2
+$555K
3
+$508K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$451K
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$376K

Sector Composition

1 Technology 1.64%
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
USB icon
76
US Bancorp
USB
$90.6B
$22.3K 0.01%
417
+354
V icon
77
Visa
V
$622B
$22.1K 0.01%
63
+29
BBSI icon
78
Barrett Business Services
BBSI
$811M
$21.8K 0.01%
601
-199
VZ icon
79
Verizon
VZ
$189B
$21.2K 0.01%
520
IWM icon
80
iShares Russell 2000 ETF
IWM
$81.1B
$20.4K 0.01%
83
+1
TSM icon
81
TSMC
TSM
$2.4T
$19.8K 0.01%
65
+5
INTC icon
82
Intel
INTC
$673B
$19.2K 0.01%
520
-500
AVGO icon
83
Broadcom
AVGO
$1.96T
$17K 0.01%
49
+45
TRV icon
84
Travelers Companies
TRV
$65.5B
$16.8K 0.01%
+58
PG icon
85
Procter & Gamble
PG
$350B
$16.8K 0.01%
117
-111
NKE icon
86
Nike
NKE
$66.9B
$16.8K 0.01%
263
+256
GILD icon
87
Gilead Sciences
GILD
$154B
$16.2K 0.01%
132
BSV icon
88
Vanguard Short-Term Bond ETF
BSV
$45.1B
$16.1K 0.01%
204
-7,030
META icon
89
Meta Platforms (Facebook)
META
$1.47T
$15.8K 0.01%
+24
AVGE icon
90
Avantis All Equity Markets ETF
AVGE
$1.01B
$14.5K ﹤0.01%
169
-347
KEY icon
91
KeyCorp
KEY
$24.4B
$14.3K ﹤0.01%
+693
FE icon
92
FirstEnergy
FE
$26.9B
$13.4K ﹤0.01%
300
BAX icon
93
Baxter International
BAX
$10.3B
$13.4K ﹤0.01%
700
GOVT icon
94
iShares US Treasury Bond ETF
GOVT
$42.7B
$13.2K ﹤0.01%
575
BA icon
95
Boeing
BA
$176B
$13K ﹤0.01%
+60
NVS icon
96
Novartis
NVS
$281B
$11.6K ﹤0.01%
84
AEP icon
97
American Electric Power
AEP
$69.5B
$11.5K ﹤0.01%
100
MRK icon
98
Merck
MRK
$281B
$10.5K ﹤0.01%
+100
MO icon
99
Altria Group
MO
$115B
$10.4K ﹤0.01%
180
TMUS icon
100
T-Mobile US
TMUS
$197B
$10.4K ﹤0.01%
+51
2 3
4
5 6