PIN

Prudent Investors Network Portfolio holdings

AUM $436M
1-Year Est. Return 10.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$436M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$7.7M
3
+$7.51M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$7.18M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$6.09M

Top Sells

1
+$16.7M
2
+$2.78M
3
+$1.73M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.12M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$869K

Sector Composition

1 Technology 3.27%
2 Consumer Discretionary 2.76%
3 Financials 0.72%
4 Healthcare 0.66%
5 Energy 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FBND icon
1
Fidelity Total Bond ETF
FBND
$24.1B
$60.5M 13.89%
1,314,388
+240,988
EMBD icon
2
Global X Emerging Markets Bond ETF
EMBD
$296M
$50.7M 11.64%
2,112,367
+312,746
IEF icon
3
iShares 7-10 Year Treasury Bond ETF
IEF
$46.8B
$40.2M 9.23%
418,241
+63,340
IAGG icon
4
iShares Core International Aggregate Bond Fund
IAGG
$11.5B
$39.7M 9.11%
793,484
+117,581
IDEV icon
5
iShares Core MSCI International Developed Markets ETF
IDEV
$26.2B
$28.7M 6.58%
347,466
+87,006
XLF icon
6
State Street Financial Select Sector SPDR ETF
XLF
$56.4B
$27.4M 6.28%
500,022
+3,380
QQQ icon
7
Invesco QQQ Trust
QQQ
$401B
$25.5M 5.85%
41,480
-960
VO icon
8
Vanguard Mid-Cap ETF
VO
$94.6B
$20.3M 4.65%
69,837
-9,562
MTUM icon
9
iShares MSCI USA Momentum Factor ETF
MTUM
$21B
$17.3M 3.98%
69,312
-4,486
XLE icon
10
State Street Energy Select Sector SPDR ETF
XLE
$33.6B
$16.1M 3.68%
359,154
+9,956
AIQ icon
11
Global X Artificial Intelligence & Technology ETF
AIQ
$8.1B
$11.1M 2.54%
217,750
-16,497
AMZN icon
12
Amazon
AMZN
$2.25T
$11M 2.53%
47,764
-88
XLV icon
13
State Street Health Care Select Sector SPDR ETF
XLV
$41.7B
$10.6M 2.44%
68,793
-11,190
SGOV icon
14
iShares 0-3 Month Treasury Bond ETF
SGOV
$70.8B
$10.6M 2.43%
105,614
+12,636
XLP icon
15
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.9B
$9.51M 2.18%
122,448
+3,203
MSFT icon
16
Microsoft
MSFT
$2.98T
$9.33M 2.14%
19,293
-547
XLU icon
17
State Street Utilities Select Sector SPDR ETF
XLU
$22.1B
$7.81M 1.79%
182,924
-14,178
VWO icon
18
Vanguard FTSE Emerging Markets ETF
VWO
$113B
$7.7M 1.77%
+143,195
AAPL icon
19
Apple
AAPL
$4.08T
$2.83M 0.65%
10,427
-167
BOND icon
20
PIMCO Active Bond Exchange-Traded Fund
BOND
$7.21B
$2.23M 0.51%
23,970
-9,331
EMB icon
21
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.9B
$1.88M 0.43%
19,522
+1,713
XOM icon
22
Exxon Mobil
XOM
$623B
$1.46M 0.33%
12,092
+5,626
SHYG icon
23
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$8.08B
$1.31M 0.3%
+30,548
COWZ icon
24
Pacer US Cash Cows 100 ETF
COWZ
$18.8B
$1.29M 0.3%
21,522
-277,539
SCHG icon
25
Schwab US Large-Cap Growth ETF
SCHG
$50.9B
$1.06M 0.24%
32,584
+6,980
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