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
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$10.4M
3
+$9.78M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$6.49M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$6.14M

Top Sells

1
+$10.8M
2
+$9.07M
3
+$4.98M
4
AAPL icon
Apple
AAPL
+$4.78M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$4.29M

Sector Composition

1 Technology 4.81%
2 Consumer Discretionary 3.06%
3 Consumer Staples 1.96%
4 Healthcare 1.41%
5 Energy 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$423K 0.2%
5,674
27
$352K 0.17%
8,886
-273,535
28
$336K 0.16%
1,304
29
$298K 0.14%
2,118
30
$257K 0.12%
+3,684
31
$236K 0.11%
950
+23
32
$224K 0.11%
10,000
33
$216K 0.1%
6,924
-95,093
34
– –
-100,842
35
– –
-2,814
36
– –
-4,536
37
– –
-48,549
1
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