PMIM

Prudent Man Investment Management Portfolio holdings

AUM $180M
This Quarter Return
-0.68%
1 Year Return
3 Year Return
5 Year Return
10 Year Return
AUM
$181M
AUM Growth
Cap. Flow
+$181M
Cap. Flow %
100%
Top 10 Hldgs %
94.25%
Holding
169
New
169
Increased
Reduced
Closed

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 Shares
Change %
Capital Flow
F icon
151
Ford
F
$46.8B
$990 ﹤0.01%
+100
New +$990
AVGO icon
152
Broadcom
AVGO
$1.4T
$928 ﹤0.01%
+4
New +$928
ABNB icon
153
Airbnb
ABNB
$79.9B
$920 ﹤0.01%
+7
New +$920
VIGI icon
154
Vanguard International Dividend Appreciation ETF
VIGI
$8.43B
$880 ﹤0.01%
+11
New +$880
SOXX icon
155
iShares Semiconductor ETF
SOXX
$13.6B
$862 ﹤0.01%
+4
New +$862
IWN icon
156
iShares Russell 2000 Value ETF
IWN
$11.8B
$821 ﹤0.01%
+5
New +$821
VNQ icon
157
Vanguard Real Estate ETF
VNQ
$34.6B
$535 ﹤0.01%
+6
New +$535
NKE icon
158
Nike
NKE
$114B
$530 ﹤0.01%
+7
New +$530
XTIA icon
159
XTI Aerospace
XTIA
$40.7M
$508 ﹤0.01%
+11,805
New +$508
HLN icon
160
Haleon
HLN
$43.9B
$477 ﹤0.01%
+50
New +$477
VSS icon
161
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.72B
$458 ﹤0.01%
+4
New +$458
PRFZ icon
162
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.54B
$417 ﹤0.01%
+10
New +$417
BABA icon
163
Alibaba
BABA
$322B
$340 ﹤0.01%
+4
New +$340
XYZ
164
Block, Inc.
XYZ
$48.5B
$340 ﹤0.01%
+4
New +$340
SLV icon
165
iShares Silver Trust
SLV
$19.6B
$264 ﹤0.01%
+10
New +$264
GLD icon
166
SPDR Gold Trust
GLD
$107B
$243 ﹤0.01%
+1
New +$243
ROKU icon
167
Roku
ROKU
$14.2B
$224 ﹤0.01%
+3
New +$224
AMD icon
168
Advanced Micro Devices
AMD
$264B
$121 ﹤0.01%
+1
New +$121
FRSX
169
Foresight Autonomous Holdings
FRSX
$7.97M
$98 ﹤0.01%
+66
New +$98