PIN

Prudent Investors Network Portfolio holdings

AUM $371M
1-Year Return 9.93%
This Quarter Return
+2.9%
1 Year Return
+9.93%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$177M
AUM Growth
+$12.4M
Cap. Flow
+$8.67M
Cap. Flow %
4.89%
Top 10 Hldgs %
79.88%
Holding
27
New
3
Increased
20
Reduced
3
Closed
–

Top Buys

1
MCHI icon
iShares MSCI China ETF
MCHI
$3.95M
2
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
$1.31M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$1.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
$887K
5
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
$811K

Top Sells

1
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
$3.74M
2
IVV icon
iShares Core S&P 500 ETF
IVV
$19.9K
3
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$8.22K

Sector Composition

1 Real Estate 2.68%
2 Healthcare 0.82%
3 Technology 0.64%
4 Energy 0.21%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
VHT icon
26
Vanguard Health Care ETF
VHT
$15.6B
$228K 0.13%
+997
New +$228K
MSFT icon
27
Microsoft
MSFT
$3.77T
$205K 0.12%
+871
New +$205K
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