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 | |
|---|---|---|---|---|---|---|---|
| $990 | 0% | 100 | – | – | |||
| $928 | 0% | 4 | – | – | |||
| $920 | 0% | 7 | – | – | |||
| $880 | 0% | 11 | – | – | |||
| $862 | 0% | 4 | – | – | |||
| $821 | 0% | 5 | – | – | |||
| $535 | 0% | 6 | – | – | |||
| $530 | 0% | 7 | – | – | |||
| $508 | 0% | 11,805 | – | – | |||
| $477 | 0% | 50 | – | – | |||
| $458 | 0% | 4 | – | – | |||
| $417 | 0% | 10 | – | – | |||
| $340 | 0% | 4 | – | – | |||
| $340 | 0% | 4 | – | – | |||
| $264 | 0% | 10 | – | – | |||
| $243 | 0% | 1 | – | – | |||
| $224 | 0% | 3 | – | – | |||
| $121 | 0% | 1 | – | – | |||
| $98 | 0% | 66 | – | – |
