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PMIM

Prudent Man Investment Management Portfolio holdings

AUM $297M
1-Year Est. Return 13.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$297M
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$34.6M
2
+$23.5M
3
+$19.8M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$10.2M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$7.17M

Top Sells

1
+$725K
2
+$555K
3
+$508K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$451K
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$376K

Sector Composition

1 Technology 1.64%
2 Financials 0.35%
3 Consumer Staples 0.16%
4 Consumer Discretionary 0.14%
5 Healthcare 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
YOLO icon
151
AdvisorShares Pure Cannabis ETF
YOLO
$33.2M
$1.74K ﹤0.01%
527
SCHF icon
152
Schwab International Equity ETF
SCHF
$67.4B
$1.73K ﹤0.01%
72
GE icon
153
GE Aerospace
GE
$373B
$1.54K ﹤0.01%
+5
VBR icon
154
Vanguard Small-Cap Value ETF
VBR
$36.1B
$1.48K ﹤0.01%
7
TIP icon
155
iShares TIPS Bond ETF
TIP
$14.9B
$1.43K ﹤0.01%
13
RKLB icon
156
Rocket Lab Corp
RKLB
$67B
$1.33K ﹤0.01%
+19
F icon
157
Ford
F
$56B
$1.31K ﹤0.01%
100
DUHP icon
158
Dimensional US High Profitability ETF
DUHP
$12.1B
$1.14K ﹤0.01%
+30
VIGI icon
159
Vanguard International Dividend Appreciation ETF
VIGI
$8.73B
$1.01K ﹤0.01%
11
KHC icon
160
Kraft Heinz
KHC
$27.1B
$995 ﹤0.01%
41
VYGR icon
161
Voyager Therapeutics
VYGR
$225M
$688 ﹤0.01%
175
SLV icon
162
iShares Silver Trust
SLV
$31.8B
$645 ﹤0.01%
10
VSS icon
163
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.6B
$574 ﹤0.01%
4
VNQ icon
164
Vanguard Real Estate ETF
VNQ
$37B
$531 ﹤0.01%
6
HLN icon
165
Haleon
HLN
$39.6B
$506 ﹤0.01%
50
PRFZ icon
166
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.78B
$459 ﹤0.01%
10
GLD icon
167
SPDR Gold Trust
GLD
$137B
$397 ﹤0.01%
1
AMD icon
168
Advanced Micro Devices
AMD
$876B
$215 ﹤0.01%
1
XTIA icon
169
XTI Aerospace
XTIA
$70.4M
$60 ﹤0.01%
48
-11,757
ROKU icon
170
Roku
ROKU
$20.5B
– –
-3
SOXX icon
171
iShares Semiconductor ETF
SOXX
$46.4B
– –
-4
SPIB icon
172
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11B
– –
-100
TTE icon
173
TotalEnergies
TTE
$179B
– –
-81
ULCC icon
174
Frontier Group Holdings
ULCC
$1.66B
– –
-1,000
GRNY
175
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.37B
– –
-100
4 5 6
7
8