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
TMUS icon
101
T-Mobile US
TMUS
$211B
$10.4K ﹤0.01%
51
COST icon
102
Costco
COST
$451B
$9.49K ﹤0.01%
11
IEFA icon
103
iShares Core MSCI EAFE ETF
IEFA
$180B
$8.86K ﹤0.01%
99
SDY icon
104
State Street SPDR S&P Dividend ETF
SDY
$21.8B
$8.77K ﹤0.01%
63
BBY icon
105
Best Buy
BBY
$12.1B
$8.7K ﹤0.01%
130
URA icon
106
Global X Uranium ETF
URA
$7.62B
$8.55K ﹤0.01%
200
ARTY
107
iShares Future AI & Tech ETF
ARTY
$3.01B
$8.34K ﹤0.01%
173
MET icon
108
MetLife
MET
$51.3B
$7.74K ﹤0.01%
98
IJH icon
109
iShares Core S&P Mid-Cap ETF
IJH
$116B
$7.59K ﹤0.01%
115
SON icon
110
Sonoco
SON
$5.01B
$7.46K ﹤0.01%
171
CSX icon
111
CSX Corp
CSX
$83.7B
$7.25K ﹤0.01%
200
NWN icon
112
Northwest Natural Holdings
NWN
$2.24B
$7.01K ﹤0.01%
150
MDLZ icon
113
Mondelez International
MDLZ
$78.2B
$6.67K ﹤0.01%
124
WMB icon
114
Williams Companies
WMB
$94.1B
$6.61K ﹤0.01%
110
IUSG icon
115
iShares Core S&P US Growth ETF
IUSG
$30.5B
$6.55K ﹤0.01%
39
PSX icon
116
Phillips 66
PSX
$72.5B
$6.45K ﹤0.01%
50
GSK icon
117
GSK
GSK
$100B
$5.88K ﹤0.01%
120
ETR icon
118
Entergy
ETR
$53.9B
$5.55K ﹤0.01%
60
VV icon
119
Vanguard Large-Cap ETF
VV
$50.8B
$5.35K ﹤0.01%
17
TXRH icon
120
Texas Roadhouse
TXRH
$10.4B
$5.15K ﹤0.01%
31
CVE icon
121
Cenovus Energy
CVE
$57.4B
$4.94K ﹤0.01%
292
QS icon
122
QuantumScape Corp
QS
$4.39B
$4.9K ﹤0.01%
470
VIG icon
123
Vanguard Dividend Appreciation ETF
VIG
$106B
$4.84K ﹤0.01%
22
DIA icon
124
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$42.3B
$4.81K ﹤0.01%
10
QUAL icon
125
iShares MSCI USA Quality Factor ETF
QUAL
$50.1B
$4.77K ﹤0.01%
24