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
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$10.4M
3
+$9.78M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$6.49M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$6.14M

Top Sells

1
+$10.8M
2
+$9.07M
3
+$4.98M
4
AAPL icon
Apple
AAPL
+$4.78M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$4.29M

Sector Composition

1 Technology 4.81%
2 Consumer Discretionary 3.06%
3 Consumer Staples 1.96%
4 Healthcare 1.41%
5 Energy 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.1M 9.99%
618,208
+179,662
2
$19.9M 9.42%
1,165,105
+61,760
3
$19.2M 9.07%
845,286
+54,439
4
$18.8M 8.87%
221,909
+19,599
5
$17.7M 8.34%
195,096
+14,076
6
$13.9M 6.56%
52,192
-18,711
7
$13.2M 6.21%
276,657
+11,864
8
$11.4M 5.4%
+75,339
9
$11M 5.22%
126,276
+74,205
10
$10.4M 4.92%
+147,856
11
$10M 4.74%
68,764
-62,178
12
$9.78M 4.62%
+224,456
13
$8.33M 3.93%
61,289
+5,703
14
$6.48M 3.06%
77,107
+13,028
15
$5.4M 2.55%
22,536
+21,257
16
$4.15M 1.96%
27,825
-2,761
17
$1.67M 0.79%
62,069
18
$1.35M 0.64%
8,992
19
$991K 0.47%
62,069
20
$952K 0.45%
5,893
-13
21
$861K 0.41%
7,803
-1,664
22
$804K 0.38%
6,187
-36,787
23
$769K 0.36%
4,495
24
$696K 0.33%
6,338
25
$426K 0.2%
5,644
+1,364
1
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