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
$214M
AUM Growth
+$1.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$4.4M
3
+$1.93M
4
MSFT icon
Microsoft
MSFT
+$1.37M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$960K

Top Sells

1
+$7.32M
2
+$4.4M
3
+$3.67M
4
AMZN icon
Amazon
AMZN
+$854K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$57.4K

Sector Composition

1 Technology 4.75%
2 Consumer Discretionary 3.33%
3 Consumer Staples 1.41%
4 Healthcare 0.69%
5 Energy 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$425K 0.2%
3,628
+8
27
$416K 0.19%
5,577
28
$373K 0.17%
1,304
29
$366K 0.17%
+1,592
30
$324K 0.15%
2,311
+193
31
$307K 0.14%
10,000
32
$240K 0.11%
1,019
+62
33
$226K 0.11%
6,445
34
$226K 0.11%
5,685
-236
35
$217K 0.1%
2,908
+172
36
$206K 0.1%
+1,560
37
– –
-9,565
38
– –
-187,071
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