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
+$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$436K
2
+$204K
3
+$115K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$81.2K
5
PANW icon
Palo Alto Networks
PANW
+$2.56K

Top Sells

1
+$538K
2
+$360K
3
+$310K
4
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$273K
5
MSFT icon
Microsoft
MSFT
+$268K

Sector Composition

1 Technology 4.17%
2 Consumer Discretionary 3.85%
3 Industrials 2.28%
4 Consumer Staples 1.68%
5 Healthcare 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$462K 0.22%
3,620
+20
27
$436K 0.21%
+5,577
28
$430K 0.2%
1,304
29
$313K 0.15%
10,000
30
$283K 0.13%
2,118
-1,206
31
$261K 0.12%
5,921
32
$239K 0.11%
6,445
33
$234K 0.11%
957
-5
34
$204K 0.1%
+2,736
1
2