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
1
$57.6M 31.89%
+1,139,200
2
$52M 28.76%
+1,502,359
3
$18.5M 10.25%
+452,624
4
$15.3M 8.47%
+378,207
5
$15.3M 8.44%
+522,361
6
$3.55M 1.97%
+14,190
7
$3.19M 1.76%
+125,616
8
$1.91M 1.06%
+30,627
9
$1.75M 0.97%
+35,315
10
$1.23M 0.68%
+49,363
11
$1.08M 0.6%
+21,750
12
$998K 0.55%
+3,443
13
$905K 0.5%
+16,256
14
$559K 0.31%
+7,234
15
$464K 0.26%
+2,739
16
$439K 0.24%
+14,277
17
$381K 0.21%
+6,457
18
$364K 0.2%
+1,060
19
$314K 0.17%
+582
20
$314K 0.17%
+4,818
21
$238K 0.13%
+4,292
22
$235K 0.13%
+1,221
23
$219K 0.12%
+520
24
$213K 0.12%
+3,336
25
$194K 0.11%
+1,448
1
2 3 4 5