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 | |
|---|---|---|---|---|---|---|---|
| $3.76K | 0% | 100 | – | – | |||
| $3.64K | 0% | 9 | – | – | |||
| $3.56K | 0% | 5 | – | – | |||
| $3.28K | 0% | 100 | – | – | |||
| $3.25K | 0% | 100 | – | – | |||
| $3.01K | 0% | 63 | – | – | |||
| $2.87K | 0% | 31 | – | – | |||
| $2.78K | 0% | 28 | – | – | |||
| $2.64K | 0% | 10 | – | – | |||
| $2.56K | 0% | 49 | – | – | |||
| $2.35K | 0% | 58 | – | – | |||
| $2.19K | 0% | 24 | – | – | |||
| $2.07K | 0% | 18 | – | – | |||
| $2K | 0% | 100 | – | – | |||
| $1.67K | 0% | 38 | – | – | |||
| $1.56K | 0% | 660 | – | – | |||
| $1.44K | 0% | 5 | – | – | |||
| $1.39K | 0% | 7 | – | – | |||
| $1.39K | 0% | 13 | – | – | |||
| $1.35K | 0% | 40 | – | – | |||
| $1.33K | 0% | 72 | – | – | |||
| $1.28K | 0% | 527 | – | – | |||
| $1.26K | 0% | 41 | – | – | |||
| $1.1K | 0% | 3 | – | – | |||
| $993 | 0% | 175 | – | – |
