PIN

Prudent Investors Network Portfolio holdings

AUM $371M
1-Year Est. Return 9.93%
This Quarter Est. Return
1 Year Est. Return
+9.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$21.5M
2 +$13.5M
3 +$9.89M
4
O icon
Realty Income
O
+$6.19M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.46M

Sector Composition

1 Real Estate 4.75%
2 Technology 2.04%
3 Healthcare 0.78%
4 Energy 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-302,195
27
-6,031