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
$212M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$9.43M
3
+$8.39M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$2.18M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.04M

Top Sells

1
+$20.9M
2
+$6.62M
3
+$3.77M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$530K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$477K

Sector Composition

1 Technology 5.54%
2 Healthcare 1.52%
3 Energy 0.34%
4 Industrials 0.29%
5 Communication Services 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$331K 0.16%
2,140
-9
27
$298K 0.14%
625
-67
28
$283K 0.13%
2,118
-516
29
$254K 0.12%
952
-5
30
– –
-190,248
31
– –
-1,451
32
– –
-280,162
33
– –
-55,885
34
– –
-6,862
1
2