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
$200M
AUM Growth
+$2.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$723K
3
+$518K
4
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$508K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$385K

Top Sells

1
+$3.15M
2
+$204K
3
+$54.6K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$21.5K

Sector Composition

1 Technology 4.86%
2 Healthcare 1.45%
3 Industrials 0.26%
4 Real Estate 0.22%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$431K 0.22%
6,862
27
$364K 0.18%
+2,149
28
$350K 0.18%
2,634
+419
29
$331K 0.17%
4,011
30
$323K 0.16%
5,493
-928
31
$298K 0.15%
692
-50
32
$255K 0.13%
905
+60
33
$238K 0.12%
1,451
34
$237K 0.12%
957
35
– –
-5,228
1
2