PIN

Prudent Investors Network Portfolio holdings

AUM $371M
This Quarter Return
+4.43%
1 Year Return
+9.93%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$197M
AUM Growth
+$197M
Cap. Flow
+$12.8M
Cap. Flow %
6.49%
Top 10 Hldgs %
77.77%
Holding
33
New
6
Increased
18
Reduced
7
Closed
1

Top Buys

1
AAPL icon
Apple
AAPL
$4.78M
2
HPQ icon
HP
HPQ
$1.91M
3
A icon
Agilent Technologies
A
$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
O icon
Realty Income
O
$4.54M
2
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$256K
3
IYW icon
iShares US Technology ETF
IYW
$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 Shares
Change % 		Capital Flow
IYF icon
26
iShares US Financials ETF
IYF
$4.02B
$325K 0.16%
4,011
-109
-3% -$8.83K
IVV icon
27
iShares Core S&P 500 ETF
IVV
$654B
$319K 0.16%
742
+143
+24% +$61.5K
IBM icon
28
IBM
IBM
$223B
$310K 0.16%
2,118
– –
GLD icon
29
SPDR Gold Trust
GLD
$109B
$240K 0.12%
+1,451
New +$240K
VHT icon
30
Vanguard Health Care ETF
VHT
$15.6B
$237K 0.12%
957
-40
-4% -$9.91K
MSFT icon
31
Microsoft
MSFT
$3.74T
$229K 0.12%
845
-26
-3% -$7.05K
DXC icon
32
DXC Technology
DXC
$2.54B
$204K 0.1%
+5,228
New +$204K
BIL icon
33
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$41.9B
– –
-2,802
Closed -$256K
1
2