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
$265M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$27.2M
3
+$21.1M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$19.6M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$14.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.76%
2 Consumer Staples 4.27%
3 Consumer Discretionary 4.03%
4 Healthcare 0.88%
5 Energy 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$559K 0.21%
+30,825
27
$511K 0.19%
+3,600
28
$511K 0.19%
+22,459
29
$504K 0.19%
+5,577
30
$399K 0.15%
+10,000
31
$382K 0.14%
+1,311
32
$331K 0.12%
+3,463
33
$323K 0.12%
+1,194
34
$285K 0.11%
+5,687
35
$268K 0.1%
+2,970
36
$249K 0.09%
+15,843
37
$240K 0.09%
+5,887
38
$225K 0.08%
+4,508
39
$220K 0.08%
+1,447
40
$209K 0.08%
+1,142
41
$208K 0.08%
+1,086
42
$204K 0.08%
+4,063
43
$174K 0.07%
+21,317
44
$169K 0.06%
+10,461
45
$160K 0.06%
+12,719
46
$146K 0.06%
+12,425
47
$117K 0.04%
+10,337
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