PIN

Prudent Investors Network Portfolio holdings

AUM $436M
1-Year Est. Return 10.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$833K
3
+$815K
4
NSC icon
Norfolk Southern
NSC
+$740K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$698K

Top Sells

1
+$1.24M
2
+$1.07M
3
+$763K
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$566K
5
MSFT icon
Microsoft
MSFT
+$370K

Sector Composition

1 Technology 3.96%
2 Consumer Discretionary 2.76%
3 Healthcare 0.61%
4 Financials 0.47%
5 Industrials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$223K 0.06%
+302
52
$223K 0.06%
1,353
53
$220K 0.06%
+1,428
54
$218K 0.06%
8,610
-7,557
55
$216K 0.06%
707
56
$213K 0.06%
2,040
57
$210K 0.06%
1,075
-553
58
$204K 0.05%
+6,754
59
$203K 0.05%
+329
60
– –
-461
61
– –
-851
62
– –
-1,709
63
– –
-13,793
64
– –
-455
65
– –
-773
66
– –
-2,404
1 2
3