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
$342M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.6M
3
+$1.92M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.76M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$1.43M

Top Sells

1
+$4.16M
2
+$597K
3
+$374K
4
UNH icon
UnitedHealth
UNH
+$344K
5
AMZN icon
Amazon
AMZN
+$326K

Sector Composition

1 Technology 6.03%
2 Consumer Discretionary 3.49%
3 Healthcare 0.72%
4 Consumer Staples 0.55%
5 Financials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$629K 0.18%
3,946
+15
27
$564K 0.17%
5,243
28
$529K 0.15%
3,936
+707
29
$516K 0.15%
5,577
30
$488K 0.14%
27,003
31
$482K 0.14%
1,064
32
$453K 0.13%
1,433
+143
33
$448K 0.13%
19,503
34
$418K 0.12%
+16,167
35
$405K 0.12%
+15,518
36
$398K 0.12%
+2,015
37
$377K 0.11%
1,572
-39
38
$302K 0.09%
2,896
39
$290K 0.08%
+556
40
$287K 0.08%
+15,505
41
$284K 0.08%
+410
42
$283K 0.08%
1,488
-1,000
43
$279K 0.08%
1,101
+28
44
$271K 0.08%
2,452
-735
45
$263K 0.08%
4,629
46
$248K 0.07%
+2,247
47
$248K 0.07%
1,925
48
$234K 0.07%
5,012
49
$233K 0.07%
461
-681
50
$229K 0.07%
+773
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