PMIM
Prudent Man Investment Management Portfolio holdings
AUM $180M
AUM
$180M
AUM Growth
-$216K (-0.1%)
Cap. Flow
-$216K
Cap. Flow % of AUM
-0.12%
Top 10 Holdings %Top 10 Hldgs %
94.24%
Holding
169
New
–
Increased
–
Reduced
5
Closed
–
Top Buys
No buys this quarter
Top Sells
| 1 | $84.2K | |
| 2 | $75.5K | |
| 3 | $24.8K | |
| 4 | $22.9K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $7.55K | 0% | 28 | – | – | |||
| $7.41K | 0% | 124 | – | – | |||
| $7.21K | 0% | 240 | – | – | |||
| $7.17K | 0% | 115 | – | – | |||
| $7.11K | 0% | 1,000 | – | – | |||
| $6.96K | 0% | 99 | – | – | |||
| $6.45K | 0% | 200 | – | – | |||
| $6.14K | 0% | 415 | – | – | |||
| $6.03K | 0% | 200 | – | – | |||
| $5.93K | 0% | 150 | – | – | |||
| $5.78K | 0% | 13 | – | – | |||
| $5.7K | 0% | 50 | – | – | |||
| $5.59K | 0% | 31 | – | – | |||
| $5.44K | 0% | 39 | – | – | |||
| $5.36K | 0% | 200 | – | – | |||
| $4.79K | 0% | 21 | – | – | |||
| $4.58K | 0% | 50 | – | – | |||
| $4.55K | 0% | 60 | – | – | |||
| $4.42K | 0% | 292 | – | – | |||
| $4.42K | 0% | 81 | – | – | |||
| $4.4K | 0% | 200 | – | – | |||
| $4.31K | 0% | 22 | – | – | |||
| $4.27K | 0% | 24 | – | – | |||
| $3.93K | 0% | 49 | – | – | |||
| $3.92K | 0% | 14 | – | – |
