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
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%
11,805
+11,758
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