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
151
$990 ﹤0.01%
+100
152
$928 ﹤0.01%
+4
153
$920 ﹤0.01%
+7
154
$880 ﹤0.01%
+11
155
$862 ﹤0.01%
+4
156
$821 ﹤0.01%
+5
157
$535 ﹤0.01%
+6
158
$530 ﹤0.01%
+7
159
$508 ﹤0.01%
+47
160
$477 ﹤0.01%
+50
161
$458 ﹤0.01%
+4
162
$417 ﹤0.01%
+10
163
$340 ﹤0.01%
+4
164
$340 ﹤0.01%
+4
165
$264 ﹤0.01%
+10
166
$243 ﹤0.01%
+1
167
$224 ﹤0.01%
+3
168
$121 ﹤0.01%
+1
169
$98 ﹤0.01%
+9
3 4 5 6
7