PIN

Prudent Investors Network Portfolio holdings

AUM $459M
1-Year Est. Return 9.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$408M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$3.87M
3
+$2.94M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.74M
5
TSLA icon
Tesla
TSLA
+$1.15M

Top Sells

1
+$854K
2
+$514K
3
+$309K
4
ISRG icon
Intuitive Surgical
ISRG
+$254K
5
AAPL icon
Apple
AAPL
+$229K

Sector Composition

1 Technology 3.88%
2 Consumer Discretionary 2.93%
3 Financials 0.72%
4 Healthcare 0.58%
5 Industrials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$289K 0.07%
1,115
-260
52
$279K 0.07%
+849
53
$264K 0.06%
+4,412
54
$261K 0.06%
734
+27
55
$252K 0.06%
10,822
56
$250K 0.06%
+1,346
57
$247K 0.06%
1,428
58
$246K 0.06%
1,410
+57
59
$245K 0.06%
2,379
-14
60
$227K 0.06%
+3,319
61
$225K 0.06%
6,754
62
$225K 0.06%
306
+4
63
$224K 0.06%
1,075
64
$222K 0.05%
1,850
65
$221K 0.05%
+605
66
$215K 0.05%
+1,000
67
$214K 0.05%
1,068
68
$214K 0.05%
321
-8
69
– –
-2,040
70
– –
-8,610
71
– –
-468
72
– –
-2,896
1 2
3