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
101
$7.55K ﹤0.01%
+28
102
$7.41K ﹤0.01%
+124
103
$7.21K ﹤0.01%
+240
104
$7.17K ﹤0.01%
+115
105
$7.11K ﹤0.01%
+1,000
106
$6.96K ﹤0.01%
+99
107
$6.45K ﹤0.01%
+200
108
$6.14K ﹤0.01%
+415
109
$6.03K ﹤0.01%
+200
110
$5.93K ﹤0.01%
+150
111
$5.78K ﹤0.01%
+13
112
$5.7K ﹤0.01%
+50
113
$5.59K ﹤0.01%
+31
114
$5.43K ﹤0.01%
+39
115
$5.36K ﹤0.01%
+200
116
$4.79K ﹤0.01%
+21
117
$4.58K ﹤0.01%
+50
118
$4.55K ﹤0.01%
+60
119
$4.42K ﹤0.01%
+292
120
$4.42K ﹤0.01%
+81
121
$4.4K ﹤0.01%
+200
122
$4.31K ﹤0.01%
+22
123
$4.27K ﹤0.01%
+24
124
$3.93K ﹤0.01%
+49
125
$3.92K ﹤0.01%
+14
3 4
5
6 7