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
$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
Utilities Select Sector SPDR Fund
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
LLY icon
26
Eli Lilly
LLY
$772B
$731K 0.21%
+885
ABBV icon
27
AbbVie
ABBV
$385B
$729K 0.21%
3,480
-2,450
SCHG icon
28
Schwab US Large-Cap Growth ETF
SCHG
$54.1B
$641K 0.18%
25,604
+1,720
PANW icon
29
Palo Alto Networks
PANW
$149B
$614K 0.18%
3,600
IYW icon
30
iShares US Technology ETF
IYW
$23.3B
$527K 0.15%
3,751
-195
IUSV icon
31
iShares Core S&P US Value ETF
IUSV
$22.8B
$515K 0.15%
5,577
V icon
32
Visa
V
$659B
$502K 0.14%
1,433
ABT icon
33
Abbott
ABT
$215B
$459K 0.13%
3,458
-2,460
SCHV icon
34
Schwab US Large-Cap Value ETF
SCHV
$14B
$412K 0.12%
15,518
JPM icon
35
JPMorgan Chase
JPM
$847B
$386K 0.11%
1,572
NVDA icon
36
NVIDIA
NVDA
$4.93T
$385K 0.11%
3,555
-381
PHB icon
37
Invesco Fundamental High Yield Corporate Bond ETF
PHB
$352M
$379K 0.11%
21,002
-6,001
SCHA icon
38
Schwab U.S Small- Cap ETF
SCHA
$20.6B
$379K 0.11%
16,167
GOVT icon
39
iShares US Treasury Bond ETF
GOVT
$28.4B
$350K 0.1%
15,206
-4,297
VHT icon
40
Vanguard Health Care ETF
VHT
$16.1B
$334K 0.1%
1,262
+161
TSM icon
41
TSMC
TSM
$1.56T
$329K 0.09%
1,980
-35
GVI icon
42
iShares Intermediate Government/Credit Bond ETF
GVI
$3.73B
$307K 0.09%
2,896
VBR icon
43
Vanguard Small-Cap Value ETF
VBR
$31.1B
$303K 0.09%
1,628
+553
IYF icon
44
iShares US Financials ETF
IYF
$3.97B
$277K 0.08%
2,452
ASML icon
45
ASML
ASML
$411B
$272K 0.08%
410
ED icon
46
Consolidated Edison
ED
$35.1B
$266K 0.08%
2,404
+46
GS icon
47
Goldman Sachs
GS
$244B
$249K 0.07%
+455
ISRG icon
48
Intuitive Surgical
ISRG
$189B
$247K 0.07%
499
-57
UNH icon
49
UnitedHealth
UNH
$309B
$241K 0.07%
461
GOOG icon
50
Alphabet (Google) Class C
GOOG
$3.4T
$232K 0.07%
1,488
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