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
$342M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.6M
3
+$1.92M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.76M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$1.43M

Top Sells

1
+$4.16M
2
+$597K
3
+$374K
4
UNH icon
UnitedHealth
UNH
+$344K
5
AMZN icon
Amazon
AMZN
+$326K

Sector Composition

1 Technology 6.03%
2 Consumer Discretionary 3.49%
3 Healthcare 0.72%
4 Consumer Staples 0.55%
5 Financials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$226K 0.07%
+2,506
52
$213K 0.06%
1,075
53
$212K 0.06%
+1,596
54
$210K 0.06%
2,358
55
$202K 0.06%
+1,068
56
– –
-2,413
57
– –
-2,971
58
– –
-2,801
59
– –
-26,690
60
– –
-7,811
1 2
3