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
$212M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$9.43M
3
+$8.39M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$2.18M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.04M

Top Sells

1
+$20.9M
2
+$6.62M
3
+$3.77M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$530K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$477K

Sector Composition

1 Technology 5.54%
2 Healthcare 1.52%
3 Energy 0.34%
4 Industrials 0.29%
5 Communication Services 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.5M 13.44%
523,057
+252,252
2
$26.2M 12.36%
1,350,535
+431,952
3
$23.1M 10.88%
127,040
+3,992
4
$22.8M 10.74%
854,098
+353,315
5
$19.8M 9.33%
180,918
+19,895
6
$17.9M 8.45%
45,069
-1,331
7
$13.8M 6.5%
353,553
-12,216
8
$11.8M 5.58%
281,550
+22,396
9
$9.88M 4.66%
144,824
+2,594
10
$7.25M 3.42%
51,460
+3,912
11
$6.73M 3.17%
37,888
-2,537
12
$5.64M 2.66%
94,214
+17,324
13
$3.73M 1.76%
48,350
+4,662
14
$3.56M 1.68%
64,067
-1,520
15
$2.38M 1.12%
63,269
16
$1.47M 0.69%
9,221
17
$998K 0.47%
63,269
18
$952K 0.45%
4,609
19
$925K 0.44%
6,573
-80
20
$827K 0.39%
6,106
21
$728K 0.34%
11,899
+6,406
22
$634K 0.3%
5,524
23
$614K 0.29%
1,761
24
$413K 0.19%
1,227
+322
25
$348K 0.16%
4,011
1
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