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
$197M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$1.91M
3
+$1.36M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.27M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$987K

Top Sells

1
+$4.54M
2
+$256K
3
+$123K
4
VHT icon
Vanguard Health Care ETF
VHT
+$9.91K
5
IYF icon
iShares US Financials ETF
IYF
+$8.83K

Sector Composition

1 Technology 4.97%
2 Healthcare 1.43%
3 Real Estate 0.23%
4 Energy 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21M 10.67%
121,308
+7,342
2
$20.7M 10.48%
183,682
+2,374
3
$17.5M 8.87%
157,539
-72
4
$17.4M 8.85%
892,491
+45,857
5
$16.3M 8.28%
46,043
+2,784
6
$14.6M 7.39%
264,265
+5,996
7
$13.3M 6.73%
361,750
+14,173
8
$13M 6.61%
490,025
+11,805
9
$10.1M 5.14%
252,924
+16,556
10
$9.38M 4.76%
139,424
+6,638
11
$6.79M 3.44%
126,011
+4,836
12
$6.55M 3.32%
270,711
+15,706
13
$5.89M 2.99%
46,804
+3,293
14
$5.51M 2.79%
40,199
+34,895
15
$4.99M 2.53%
74,412
+4,433
16
$4.49M 2.28%
54,449
+6,147
17
$1.91M 0.97%
+63,269
18
$1.36M 0.69%
+9,221
19
$922K 0.47%
+63,269
20
$771K 0.39%
6,653
+42
21
$712K 0.36%
+4,609
22
$688K 0.35%
6,106
+27
23
$549K 0.28%
5,524
-1,240
24
$444K 0.23%
6,862
-70,196
25
$405K 0.21%
6,421
-108
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