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
$459M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$54.5M
2
+$45M
3
+$13.6M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$12.7M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$10.9M

Top Sells

1
+$50.7M
2
+$42.1M
3
+$8.22M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$7.08M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.94M

Sector Composition

1 Technology 2.93%
2 Consumer Discretionary 2.61%
3 Financials 0.56%
4 Healthcare 0.53%
5 Consumer Staples 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABT icon
51
Abbott
ABT
$147B
$355K 0.08%
3,458
IWS icon
52
iShares Russell Mid-Cap Value ETF
IWS
$15B
$354K 0.08%
+2,432
ITOT icon
53
iShares Core S&P Total US Stock Market ETF
ITOT
$92B
$343K 0.07%
2,407
-14
IFLN
54
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$345M
$332K 0.07%
18,523
WMT icon
55
Walmart Inc
WMT
$1.06T
$329K 0.07%
2,651
+291
GS icon
56
Goldman Sachs
GS
$286B
$327K 0.07%
386
GOVT icon
57
iShares US Treasury Bond ETF
GOVT
$40.9B
$308K 0.07%
13,431
JNJ icon
58
Johnson & Johnson
JNJ
$554B
$305K 0.07%
1,248
+17
IJR icon
59
iShares Core S&P Small-Cap ETF
IJR
$102B
$300K 0.07%
+2,413
ENSG icon
60
The Ensign Group
ENSG
$10.5B
$288K 0.06%
1,428
VBR icon
61
Vanguard Small-Cap Value ETF
VBR
$34.8B
$285K 0.06%
1,312
+237
NSC icon
62
Norfolk Southern
NSC
$70.7B
$280K 0.06%
976
-63
VOE icon
63
Vanguard Mid-Cap Value ETF
VOE
$22.4B
$277K 0.06%
1,503
VOO icon
64
Vanguard S&P 500 ETF
VOO
$966B
$271K 0.06%
453
-458
SCHF icon
65
Schwab International Equity ETF
SCHF
$65.1B
$268K 0.06%
10,822
WAB icon
66
Wabtec
WAB
$45.5B
$267K 0.06%
1,070
+2
BNDX icon
67
Vanguard Total International Bond ETF
BNDX
$78.7B
$258K 0.06%
+5,372
GOOGL icon
68
Alphabet (Google) Class A
GOOGL
$4.88T
$255K 0.06%
887
+154
IEFA icon
69
iShares Core MSCI EAFE ETF
IEFA
$183B
$225K 0.05%
2,486
SCHE icon
70
Schwab Emerging Markets Equity ETF
SCHE
$12.7B
$223K 0.05%
6,754
VHT icon
71
Vanguard Health Care ETF
VHT
$16.3B
$217K 0.05%
798
-302
IWB icon
72
iShares Russell 1000 ETF
IWB
$48B
$216K 0.05%
605
ALL icon
73
Allstate
ALL
$55.7B
$207K 0.05%
1,000
WFC icon
74
Wells Fargo
WFC
$225B
– –
-2,269
SPY icon
75
State Street SPDR S&P 500 ETF Trust
SPY
$769B
– –
-313
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3
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