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
$147M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
23
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$4.62M
3
+$3.58M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$2.05M
5
SPGI icon
S&P Global
SPGI
+$218K

Top Sells

1
+$3.58M
2
+$2.75M
3
+$2.48M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.95M
5
O icon
Realty Income
O
+$1.69M

Sector Composition

1 Real Estate 3.87%
2 Healthcare 0.79%
3 Technology 0.73%
4 Energy 0.16%
5 Financials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.8M 18.88%
994,265
+225,782
2
$21.7M 14.7%
194,131
+41,374
3
$18.8M 12.76%
143,579
-20,997
4
$14M 9.5%
56,553
-14,441
5
$13.2M 8.95%
236,755
+64,267
6
$12.9M 8.73%
117,731
+18,729
7
$9.77M 6.63%
296,843
-40,492
8
$7.21M 4.9%
311,840
-61,163
9
$5.7M 3.87%
98,889
-29,300
10
$4.18M 2.84%
41,827
-8,554
11
$4.05M 2.75%
61,938
-6,427
12
$3.99M 2.7%
105,327
-51,457
13
$591K 0.4%
6,024
-747
14
$573K 0.39%
6,276
-37
15
$518K 0.35%
5,684
-27,232
16
$482K 0.33%
7,148
17
$412K 0.28%
7,482
18
$338K 0.23%
2,930
-18
19
$264K 0.18%
2,892
-5,685
20
$263K 0.18%
1,368
-121
21
$235K 0.16%
5,260
-60
22
$218K 0.15%
+662
23
$213K 0.14%
1,051
-588