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
$215M
AUM Growth
+$3.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$5.83M
3
+$5.26M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$5.23M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$2.57M

Top Sells

1
+$11M
2
+$9.88M
3
+$3.43M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.23M
5
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$1.43M

Sector Composition

1 Technology 5.16%
2 Healthcare 1.35%
3 Industrials 0.23%
4 Energy 0.21%
5 Communication Services 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.4M 10.86%
1,272,586
-77,949
2
$23M 10.68%
922,604
+68,506
3
$21M 9.76%
+214,969
4
$21M 9.75%
206,172
+25,254
5
$17.9M 8.34%
106,664
-20,376
6
$16.3M 7.57%
312,797
-210,260
7
$16M 7.44%
44,201
-868
8
$14.1M 6.55%
368,052
+14,499
9
$11.4M 5.31%
260,009
-21,541
10
$6.72M 3.12%
49,069
-2,391
11
$6.38M 2.97%
36,564
-1,324
12
$5.83M 2.71%
+267,809
13
$5.26M 2.44%
+79,281
14
$5.23M 2.43%
+98,932
15
$4.27M 1.98%
55,887
-8,180
16
$3.47M 1.61%
45,733
-2,617
17
$3M 1.4%
54,088
-40,126
18
$2.25M 1.05%
62,069
-1,200
19
$1.19M 0.55%
8,992
-229
20
$1.04M 0.48%
62,069
-1,200
21
$957K 0.44%
5,906
-200
22
$754K 0.35%
6,373
-200
23
$710K 0.33%
4,495
-114
24
$569K 0.26%
5,524
25
$493K 0.23%
1,761
1
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