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
$211M
AUM Growth
-$933K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$21.7M
3
+$10.2M
4
LMT icon
Lockheed Martin
LMT
+$4.59M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$2.68M

Top Sells

1
+$19.5M
2
+$18.9M
3
+$12.6M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$5.2M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.15M

Sector Composition

1 Technology 3.75%
2 Consumer Discretionary 3.2%
3 Industrials 2.36%
4 Consumer Staples 2.12%
5 Healthcare 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$436K 0.21%
3,324
+1,206
27
$383K 0.18%
1,304
28
$360K 0.17%
3,600
-84
29
$282K 0.13%
10,000
30
$245K 0.12%
6,445
-2,441
31
$239K 0.11%
5,921
-1,003
32
$229K 0.11%
962
+12
33
– –
-8,992
34
– –
-62,069
35
– –
-62,069
36
– –
-5,644
37
– –
-4,495
1
2