PMIM

Prudent Man Investment Management Portfolio holdings

AUM $180M
1-Year Est. Return 8.45%
This Quarter Est. Return
1 Year Est. Return
+8.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
-$216K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$506

Top Sells

1
+$84.2K
2
+$75.5K
3
+$24.8K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$22.9K
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$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 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