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
$197M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$1.91M
3
+$1.36M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.27M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$987K

Top Sells

1
+$4.54M
2
+$256K
3
+$123K
4
VHT icon
Vanguard Health Care ETF
VHT
+$9.91K
5
IYF icon
iShares US Financials ETF
IYF
+$8.83K

Sector Composition

1 Technology 4.97%
2 Healthcare 1.43%
3 Real Estate 0.23%
4 Energy 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$325K 0.16%
4,011
-109
27
$319K 0.16%
742
+143
28
$310K 0.16%
2,215
29
$240K 0.12%
+1,451
30
$237K 0.12%
957
-40
31
$229K 0.12%
845
-26
32
$204K 0.1%
+5,228
33
– –
-2,802
1
2