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
$180M
AUM Growth
-$43.5K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$24.1K
2
+$6.83K
3
+$6.32K
4
NVDA icon
NVIDIA
NVDA
+$1.74K
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.74K

Sector Composition

1 Technology 2.38%
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
$57.4M 31.86%
1,134,146
-20
2
$51.8M 28.78%
1,498,636
-646
3
$18.5M 10.25%
451,218
4
$15.2M 8.46%
376,342
5
$15.2M 8.43%
520,158
-193
6
$3.55M 1.97%
14,185
-5
7
$3.17M 1.76%
124,980
-28
8
$1.91M 1.06%
30,620
-7
9
$1.75M 0.97%
35,315
10
$1.23M 0.68%
49,337
-26
11
$1.08M 0.6%
21,750
12
$998K 0.55%
3,443
13
$899K 0.5%
16,145
-111
14
$559K 0.31%
7,234
15
$464K 0.26%
2,739
16
$438K 0.24%
14,236
-41
17
$381K 0.21%
6,457
18
$363K 0.2%
5,285
-15
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
$211K 0.12%
3,311
-25
25
$193K 0.11%
1,438
-10
1
2 3 4 5