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
$200M
AUM Growth
+$2.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$723K
3
+$518K
4
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$508K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$385K

Top Sells

1
+$3.15M
2
+$204K
3
+$54.6K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$21.5K

Sector Composition

1 Technology 4.86%
2 Healthcare 1.45%
3 Industrials 0.26%
4 Real Estate 0.22%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.6M 10.82%
123,048
+1,740
2
$20.9M 10.48%
190,248
+6,566
3
$17.9M 8.96%
918,583
+26,092
4
$17.8M 8.91%
161,023
+3,484
5
$16.6M 8.31%
46,400
+357
6
$14.9M 7.46%
270,805
+6,540
7
$13.7M 6.87%
365,769
+4,019
8
$13.3M 6.65%
500,783
+10,758
9
$10.1M 5.08%
259,154
+6,230
10
$9.33M 4.67%
142,230
+2,806
11
$6.62M 3.31%
280,162
+9,451
12
$6.05M 3.03%
47,548
+744
13
$5.72M 2.86%
40,425
+226
14
$4.75M 2.38%
76,890
+2,478
15
$3.77M 1.89%
55,885
+1,436
16
$3.42M 1.71%
65,587
-60,424
17
$3.01M 1.51%
+43,688
18
$1.73M 0.87%
63,269
19
$1.45M 0.73%
9,221
20
$902K 0.45%
63,269
21
$786K 0.39%
6,653
22
$757K 0.38%
4,609
23
$659K 0.33%
6,106
24
$559K 0.28%
5,524
25
$518K 0.26%
+1,761
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