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
126
$3.76K ﹤0.01%
+100
127
$3.63K ﹤0.01%
+9
128
$3.56K ﹤0.01%
+5
129
$3.28K ﹤0.01%
+100
130
$3.25K ﹤0.01%
+100
131
$3.01K ﹤0.01%
+63
132
$2.87K ﹤0.01%
+31
133
$2.78K ﹤0.01%
+28
134
$2.64K ﹤0.01%
+10
135
$2.56K ﹤0.01%
+49
136
$2.35K ﹤0.01%
+58
137
$2.19K ﹤0.01%
+24
138
$2.07K ﹤0.01%
+18
139
$2K ﹤0.01%
+100
140
$1.67K ﹤0.01%
+38
141
$1.56K ﹤0.01%
+660
142
$1.44K ﹤0.01%
+5
143
$1.39K ﹤0.01%
+7
144
$1.39K ﹤0.01%
+13
145
$1.35K ﹤0.01%
+40
146
$1.33K ﹤0.01%
+72
147
$1.28K ﹤0.01%
+527
148
$1.26K ﹤0.01%
+41
149
$1.1K ﹤0.01%
+3
150
$993 ﹤0.01%
+175
3 4 5
6
7