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
TSLA icon
26
Tesla
TSLA
$1.54T
$1.02M 0.23%
2,257
-1,056
LLY icon
27
Eli Lilly
LLY
$947B
$867K 0.2%
807
+61
JPM icon
28
JPMorgan Chase
JPM
$869B
$851K 0.2%
2,642
+69
ABBV icon
29
AbbVie
ABBV
$395B
$814K 0.19%
3,562
+9
IYW icon
30
iShares US Technology ETF
IYW
$20.2B
$746K 0.17%
3,736
-15
NVDA icon
31
NVIDIA
NVDA
$4.51T
$680K 0.16%
3,646
+385
PANW icon
32
Palo Alto Networks
PANW
$111B
$665K 0.15%
3,612
VTI icon
33
Vanguard Total Stock Market ETF
VTI
$581B
$635K 0.15%
1,893
+1,044
IUSV icon
34
iShares Core S&P US Value ETF
IUSV
$24.8B
$582K 0.13%
5,673
+96
VOO icon
35
Vanguard S&P 500 ETF
VOO
$850B
$571K 0.13%
+911
BRK.B icon
36
Berkshire Hathaway Class B
BRK.B
$1.1T
$557K 0.13%
1,109
-326
GOOG icon
37
Alphabet (Google) Class C
GOOG
$3.91T
$537K 0.12%
1,712
+135
IVV icon
38
iShares Core S&P 500 ETF
IVV
$762B
$520K 0.12%
759
+181
V icon
39
Visa
V
$638B
$484K 0.11%
1,381
VUG icon
40
Vanguard Growth ETF
VUG
$195B
$483K 0.11%
991
+119
AXP icon
41
American Express
AXP
$246B
$472K 0.11%
1,277
SCHV icon
42
Schwab US Large-Cap Value ETF
SCHV
$15.4B
$459K 0.11%
15,518
ASML icon
43
ASML
ASML
$548B
$443K 0.1%
414
ABT icon
44
Abbott
ABT
$193B
$433K 0.1%
3,458
COST icon
45
Costco
COST
$444B
$428K 0.1%
496
-45
VTV icon
46
Vanguard Value ETF
VTV
$170B
$425K 0.1%
2,225
+172
ITOT icon
47
iShares Core S&P Total US Stock Market ETF
ITOT
$82.6B
$360K 0.08%
2,421
-43
VEA icon
48
Vanguard FTSE Developed Markets ETF
VEA
$209B
$356K 0.08%
5,692
+1,280
PHB icon
49
Invesco Fundamental High Yield Corporate Bond ETF
PHB
$379M
$345K 0.08%
18,523
GS icon
50
Goldman Sachs
GS
$279B
$339K 0.08%
386
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