PIN

Prudent Investors Network Portfolio holdings

AUM $408M
1-Year Est. Return 9.04%
This Quarter Est. Return
1 Year Est. Return
+9.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$351M
AUM Growth
+$9.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$41.5M
2
+$14.5M
3
+$10.5M
4
EMBD icon
Global X Emerging Markets Bond ETF
EMBD
+$10.4M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$4.31M

Top Sells

1
+$34.8M
2
+$8.42M
3
+$8.11M
4
MSFT icon
Microsoft
MSFT
+$5.59M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$4.82M

Sector Composition

1 Technology 3.49%
2 Consumer Discretionary 2.51%
3 Financials 0.69%
4 Healthcare 0.69%
5 Consumer Staples 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$731K 0.21%
+885
27
$729K 0.21%
3,480
-2,450
28
$641K 0.18%
25,604
+1,720
29
$614K 0.18%
3,600
30
$527K 0.15%
3,751
-195
31
$515K 0.15%
5,577
32
$502K 0.14%
1,433
33
$459K 0.13%
3,458
-2,460
34
$412K 0.12%
15,518
35
$386K 0.11%
1,572
36
$385K 0.11%
3,555
-381
37
$379K 0.11%
21,002
-6,001
38
$379K 0.11%
16,167
39
$350K 0.1%
15,206
-4,297
40
$334K 0.1%
1,262
+161
41
$329K 0.09%
1,980
-35
42
$307K 0.09%
2,896
43
$303K 0.09%
1,628
+553
44
$277K 0.08%
2,452
45
$272K 0.08%
410
46
$266K 0.08%
2,404
+46
47
$249K 0.07%
+455
48
$247K 0.07%
499
-57
49
$241K 0.07%
461
50
$232K 0.07%
1,488
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