PIN

Prudent Investors Network Portfolio holdings

AUM $436M
1-Year Est. Return 10.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$408M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$3.87M
3
+$2.94M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.74M
5
TSLA icon
Tesla
TSLA
+$1.15M

Top Sells

1
+$854K
2
+$514K
3
+$309K
4
ISRG icon
Intuitive Surgical
ISRG
+$254K
5
AAPL icon
Apple
AAPL
+$229K

Sector Composition

1 Technology 3.88%
2 Consumer Discretionary 2.93%
3 Financials 0.72%
4 Healthcare 0.58%
5 Industrials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JPM icon
26
JPMorgan Chase
JPM
$763B
$812K 0.2%
2,573
+1,011
PANW icon
27
Palo Alto Networks
PANW
$119B
$735K 0.18%
3,612
IYW icon
28
iShares US Technology ETF
IYW
$17.4B
$735K 0.18%
3,751
XOM icon
29
Exxon Mobil
XOM
$712B
$729K 0.18%
6,466
+1,355
BRK.B icon
30
Berkshire Hathaway Class B
BRK.B
$1.01T
$721K 0.18%
1,435
-179
NVDA icon
31
NVIDIA
NVDA
$4.07T
$608K 0.15%
3,261
-58
LLY icon
32
Eli Lilly
LLY
$785B
$569K 0.14%
746
-126
IUSV icon
33
iShares Core S&P US Value ETF
IUSV
$23.6B
$557K 0.14%
5,577
ORCL icon
34
Oracle
ORCL
$402B
$507K 0.12%
+1,801
COST icon
35
Costco
COST
$436B
$500K 0.12%
541
-4
V icon
36
Visa
V
$568B
$471K 0.12%
1,381
-4
ABT icon
37
Abbott
ABT
$181B
$463K 0.11%
3,458
SCHV icon
38
Schwab US Large-Cap Value ETF
SCHV
$14.6B
$452K 0.11%
15,518
AXP icon
39
American Express
AXP
$200B
$424K 0.1%
+1,277
VUG icon
40
Vanguard Growth ETF
VUG
$180B
$418K 0.1%
+872
ASML icon
41
ASML
ASML
$502B
$401K 0.1%
414
TSM icon
42
TSMC
TSM
$1.69T
$391K 0.1%
1,399
-49
IVV icon
43
iShares Core S&P 500 ETF
IVV
$660B
$387K 0.09%
+578
GOOG icon
44
Alphabet (Google) Class C
GOOG
$3.31T
$384K 0.09%
1,577
+39
VTV icon
45
Vanguard Value ETF
VTV
$162B
$383K 0.09%
+2,053
ITOT icon
46
iShares Core S&P Total US Stock Market ETF
ITOT
$77B
$359K 0.09%
2,464
+696
IFLN
47
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$361M
$344K 0.08%
18,523
GOVT icon
48
iShares US Treasury Bond ETF
GOVT
$39.8B
$311K 0.08%
13,431
GS icon
49
Goldman Sachs
GS
$237B
$307K 0.08%
+386
IYF icon
50
iShares US Financials ETF
IYF
$3.33B
$305K 0.07%
2,408
-44
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