PIN

Prudent Investors Network Portfolio holdings

AUM $408M
1-Year Est. Return 9.04%
This Quarter Est. Return
1 Year Est. Return
+9.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$351M
AUM Growth
+$9.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$41.5M
2
+$14.5M
3
+$10.5M
4
EMBD icon
Global X Emerging Markets Bond ETF
EMBD
+$10.4M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$4.31M

Top Sells

1
+$34.8M
2
+$8.42M
3
+$8.11M
4
MSFT icon
Microsoft
MSFT
+$5.59M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$4.82M

Sector Composition

1 Technology 3.49%
2 Consumer Discretionary 2.51%
3 Financials 0.69%
4 Healthcare 0.69%
5 Consumer Staples 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$222K 0.06%
+2,040
52
$220K 0.06%
2,506
53
$217K 0.06%
+1,353
54
$216K 0.06%
1,768
-157
55
$214K 0.06%
10,822
-4,683
56
$208K 0.06%
773
57
$208K 0.06%
+851
58
$204K 0.06%
+707
59
$76.7K 0.02%
+13,793
60
– –
-1,596
61
– –
-2,247
62
– –
-5,012
63
– –
-1,068
64
– –
-4,629
1 2
3