PIN

Prudent Investors Network Portfolio holdings

AUM $459M
1-Year Est. Return 9.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.48%
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
26
$812K 0.2%
2,573
+1,011
27
$735K 0.18%
3,612
28
$735K 0.18%
3,751
29
$729K 0.18%
6,466
+1,355
30
$721K 0.18%
1,435
-179
31
$608K 0.15%
3,261
-58
32
$569K 0.14%
746
-126
33
$557K 0.14%
5,577
34
$507K 0.12%
+1,801
35
$500K 0.12%
541
-4
36
$471K 0.12%
1,381
-4
37
$463K 0.11%
3,458
38
$452K 0.11%
15,518
39
$424K 0.1%
+1,277
40
$418K 0.1%
+5,232
41
$401K 0.1%
414
42
$391K 0.1%
1,399
-49
43
$387K 0.09%
+578
44
$384K 0.09%
1,577
+39
45
$383K 0.09%
+2,053
46
$359K 0.09%
2,464
+696
47
$344K 0.08%
18,523
48
$311K 0.08%
13,431
49
$307K 0.08%
+386
50
$305K 0.07%
2,408
-44
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