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
$192M
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$6.64M
3
+$3.3M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.19M
5
ARKK icon
ARK Innovation ETF
ARKK
+$1.04M

Top Sells

1
+$5.83M
2
+$3.28M
3
+$3M
4
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$2.82M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$2.56M

Sector Composition

1 Technology 5.24%
2 Consumer Discretionary 3.53%
3 Healthcare 1.38%
4 Energy 0.24%
5 Industrials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.6M 10.19%
69,990
+25,789
2
$18.8M 9.76%
785,429
-137,175
3
$18.6M 9.68%
1,105,113
-167,473
4
$17.8M 9.27%
130,847
+24,183
5
$17.1M 8.87%
179,297
-26,875
6
$17M 8.85%
199,587
-15,382
7
$13.8M 7.15%
437,607
+69,555
8
$13.1M 6.82%
263,534
-49,263
9
$11.2M 5.82%
280,796
+20,787
10
$6.95M 3.61%
54,193
+5,124
11
$6.79M 3.53%
63,883
+62,543
12
$5.93M 3.08%
43,406
+6,842
13
$5.65M 2.94%
101,205
+2,273
14
$4.2M 2.18%
105,428
+26,147
15
$3.66M 1.9%
51,160
-4,727
16
$3.48M 1.81%
48,193
+2,460
17
$2.04M 1.06%
62,069
18
$1.07M 0.56%
8,992
19
$905K 0.47%
5,906
20
$823K 0.43%
62,069
21
$689K 0.36%
6,338
-35
22
$620K 0.32%
4,495
23
$470K 0.24%
5,493
24
$442K 0.23%
5,524
25
$373K 0.19%
1,451
-36
1
2