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
$192M
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$6.64M
3
+$3.3M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.19M
5
ARKK icon
ARK Innovation ETF
ARKK
+$1.04M

Top Sells

1
+$5.83M
2
+$3.28M
3
+$3M
4
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$2.82M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$2.56M

Sector Composition

1 Technology 5.24%
2 Consumer Discretionary 3.53%
3 Healthcare 1.38%
4 Energy 0.24%
5 Industrials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$300K 0.16%
4,280
27
$299K 0.16%
2,118
28
$260K 0.14%
1,304
-457
29
$218K 0.11%
927
30
$211K 0.11%
2,814
31
– –
-1,897
32
– –
-54,088
33
– –
-523
34
– –
-267,809
35
– –
-5,007
1
2