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
$326M
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$15.4M
3
+$12M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$8.8M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$3.86M

Top Sells

1
+$20.8M
2
+$10.9M
3
+$7.87M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.81M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.62M

Sector Composition

1 Technology 5.41%
2 Consumer Discretionary 3.19%
3 Consumer Staples 1.58%
4 Healthcare 0.82%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$615K 0.19%
5,243
27
$596K 0.18%
3,931
-1,681
28
$533K 0.16%
5,577
29
$501K 0.15%
27,003
-3,822
30
$490K 0.15%
+1,064
31
$457K 0.14%
19,503
-2,956
32
$416K 0.13%
2,488
+1,041
33
$392K 0.12%
3,229
+259
34
$374K 0.11%
7,811
-228,183
35
$355K 0.11%
+1,290
36
$340K 0.1%
+1,611
37
$331K 0.1%
3,187
-203
38
$310K 0.1%
+2,896
39
$303K 0.09%
1,073
-159
40
$301K 0.09%
+2,971
41
$246K 0.08%
+2,358
42
$242K 0.07%
+1,925
43
$220K 0.07%
4,629
-1,088
44
$218K 0.07%
5,012
-4,988
45
$216K 0.07%
+1,075
46
$211K 0.06%
+2,413
47
$208K 0.06%
8,000
48
$201K 0.06%
2,801
-109,555
49
– –
-4,508
50
– –
-1,203
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