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Prudent Investors Network Portfolio holdings

AUM $459M
1-Year Est. Return 9.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$459M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$54.5M
2
+$45M
3
+$13.6M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$12.7M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$10.9M

Top Sells

1
+$50.7M
2
+$42.1M
3
+$8.22M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$7.08M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.94M

Sector Composition

1 Technology 2.93%
2 Consumer Discretionary 2.61%
3 Financials 0.56%
4 Healthcare 0.53%
5 Consumer Staples 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHYG icon
26
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.53B
$990K 0.22%
23,407
-7,141
TSLA icon
27
Tesla
TSLA
$1.48T
$956K 0.21%
2,572
+315
COWZ icon
28
Pacer US Cash Cows 100 ETF
COWZ
$18.1B
$869K 0.19%
13,888
-7,634
XOM icon
29
ExxonMobil
XOM
$568B
$862K 0.19%
5,079
-7,013
IWF icon
30
iShares Russell 1000 Growth ETF
IWF
$132B
$778K 0.17%
+7,300
JPM icon
31
JPMorgan Chase
JPM
$896B
$761K 0.17%
2,588
-54
SCHG icon
32
Schwab US Large-Cap Growth ETF
SCHG
$59.5B
$746K 0.16%
25,604
-6,980
ABBV icon
33
AbbVie
ABBV
$461B
$745K 0.16%
3,427
-135
LLY icon
34
Eli Lilly
LLY
$1.08T
$742K 0.16%
807
IYW icon
35
iShares US Technology ETF
IYW
$26.7B
$674K 0.15%
3,715
-21
GLD icon
36
SPDR Gold Trust
GLD
$133B
$633K 0.14%
1,470
+652
COST icon
37
Costco
COST
$422B
$616K 0.13%
618
+122
VUG icon
38
Vanguard Growth ETF
VUG
$221B
$587K 0.13%
8,058
+2,112
PANW icon
39
Palo Alto Networks
PANW
$284B
$579K 0.13%
3,612
IUSV icon
40
iShares Core S&P US Value ETF
IUSV
$26.7B
$570K 0.12%
5,577
-96
ASML icon
41
ASML
ASML
$682B
$547K 0.12%
414
GOOG icon
42
Alphabet (Google) Class C
GOOG
$4.35T
$534K 0.12%
1,862
+150
IVV icon
43
iShares Core S&P 500 ETF
IVV
$872B
$526K 0.11%
805
+46
USFR icon
44
WisdomTree Floating Rate Treasury Fund
USFR
$17.5B
$500K 0.11%
+9,936
VTV icon
45
Vanguard Value ETF
VTV
$185B
$474K 0.1%
2,417
+192
SCHV
46
Schwab US Large-Cap Value ETF
SCHV
$15.7B
$473K 0.1%
15,518
BRK.B icon
47
Berkshire Hathaway Class B
BRK.B
$1.1T
$472K 0.1%
985
-124
V icon
48
Visa
V
$689B
$407K 0.09%
1,347
-34
AXP icon
49
American Express
AXP
$240B
$386K 0.08%
1,277
VEA icon
50
Vanguard FTSE Developed Markets ETF
VEA
$228B
$370K 0.08%
5,777
+85
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