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
$180M
AUM Growth
-$353K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$170K
2
+$106K
3
+$35.8K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$32.7K
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$7.36K

Sector Composition

1 Technology 2.38%
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
F icon
151
Ford
F
$52.8B
$990 ﹤0.01%
100
AVGO icon
152
Broadcom
AVGO
$1.71T
$928 ﹤0.01%
4
ABNB icon
153
Airbnb
ABNB
$79B
$920 ﹤0.01%
7
VIGI icon
154
Vanguard International Dividend Appreciation ETF
VIGI
$8.68B
$880 ﹤0.01%
11
SOXX icon
155
iShares Semiconductor ETF
SOXX
$16.6B
$862 ﹤0.01%
4
IWN icon
156
iShares Russell 2000 Value ETF
IWN
$12.3B
$821 ﹤0.01%
5
VNQ icon
157
Vanguard Real Estate ETF
VNQ
$34.7B
$535 ﹤0.01%
6
NKE icon
158
Nike
NKE
$101B
$530 ﹤0.01%
7
XTIA icon
159
XTI Aerospace
XTIA
$47.5M
$508 ﹤0.01%
11,805
HLN icon
160
Haleon
HLN
$41B
$477 ﹤0.01%
50
VSS icon
161
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$10B
$458 ﹤0.01%
4
PRFZ icon
162
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.87B
$417 ﹤0.01%
10
BABA icon
163
Alibaba
BABA
$416B
$340 ﹤0.01%
4
XYZ
164
Block Inc
XYZ
$48.9B
$340 ﹤0.01%
4
SLV icon
165
iShares Silver Trust
SLV
$22.8B
$264 ﹤0.01%
10
GLD icon
166
SPDR Gold Trust
GLD
$127B
$243 ﹤0.01%
1
ROKU icon
167
Roku
ROKU
$14.6B
$224 ﹤0.01%
3
AMD icon
168
Advanced Micro Devices
AMD
$421B
$121 ﹤0.01%
1
FRSX
169
Foresight Autonomous Holdings
FRSX
$7.94M
$98 ﹤0.01%
9
3 4 5 6
7