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
$177M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$1.31M
3
+$1.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$887K
5
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$811K

Top Sells

1
+$3.74M
2
+$19.9K
3
+$8.22K

Sector Composition

1 Real Estate 2.68%
2 Healthcare 0.82%
3 Technology 0.64%
4 Energy 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.7M 11.14%
181,308
+10,562
2
$18.3M 10.35%
113,966
+8,116
3
$17.3M 9.74%
157,611
+1,278
4
$16.4M 9.25%
846,634
+41,913
5
$14.2M 8%
258,269
+14,147
6
$13.8M 7.79%
43,259
+2,781
7
$12.5M 7.07%
478,220
+19,583
8
$11.8M 6.68%
347,577
+12,338
9
$9.1M 5.14%
236,368
+8,861
10
$8.37M 4.72%
132,786
+4,624
11
$6.86M 3.87%
255,005
+15,173
12
$5.95M 3.36%
121,175
+4,570
13
$5.08M 2.87%
43,511
+1,933
14
$4.74M 2.68%
77,058
+2,551
15
$4.5M 2.54%
69,979
-58,106
16
$3.95M 2.23%
+48,302
17
$792K 0.45%
6,611
+413
18
$658K 0.37%
6,079
+418
19
$648K 0.37%
5,304
+940
20
$593K 0.33%
6,764
+1,168
21
$365K 0.21%
6,529
+1,269
22
$308K 0.17%
4,120
+330
23
$282K 0.16%
2,215
24
$256K 0.14%
2,802
-90
25
$238K 0.13%
599
-50
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