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
$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
Utilities Select Sector SPDR Fund
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
WEC icon
51
WEC Energy
WEC
$36.3B
$222K 0.06%
+2,040
WMT icon
52
Walmart
WMT
$807B
$220K 0.06%
2,506
VOE icon
53
Vanguard Mid-Cap Value ETF
VOE
$18.9B
$217K 0.06%
+1,353
ITOT icon
54
iShares Core S&P Total US Stock Market ETF
ITOT
$79.6B
$216K 0.06%
1,768
-157
SCHF icon
55
Schwab International Equity ETF
SCHF
$52.6B
$214K 0.06%
10,822
-4,683
AXP icon
56
American Express
AXP
$248B
$208K 0.06%
773
MMC icon
57
Marsh & McLennan
MMC
$87.3B
$208K 0.06%
+851
GLD icon
58
SPDR Gold Trust
GLD
$128B
$204K 0.06%
+707
HL icon
59
Hecla Mining
HL
$8.62B
$76.7K 0.02%
+13,793
ARKK icon
60
ARK Innovation ETF
ARKK
$9.29B
– –
-4,629
ENSG icon
61
The Ensign Group
ENSG
$10.4B
– –
-1,596
MRVL icon
62
Marvell Technology
MRVL
$80.8B
– –
-2,247
PNQI icon
63
Invesco NASDAQ Internet ETF
PNQI
$818M
– –
-5,012
WAB icon
64
Wabtec
WAB
$35B
– –
-1,068
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