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
$326M
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Sells

1 +$20.8M
2 +$10.9M
3 +$7.87M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.81M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.62M

Sector Composition

1 Technology 5.41%
2 Consumer Discretionary 3.19%
3 Consumer Staples 1.58%
4 Healthcare 0.82%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-5,887
52
-1,102