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
1
$57.5M 31.88%
1,137,535
-1,665
2
$52M 28.79%
1,502,359
3
$18.5M 10.25%
452,018
-606
4
$15.2M 8.44%
376,342
-1,865
5
$15.2M 8.44%
521,576
-785
6
$3.55M 1.97%
14,190
7
$3.18M 1.76%
125,298
-318
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