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
$211M
AUM Growth
-$933K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$21.7M
3
+$10.2M
4
LMT icon
Lockheed Martin
LMT
+$4.59M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$2.68M

Top Sells

1
+$19.5M
2
+$18.9M
3
+$12.6M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$5.2M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.15M

Sector Composition

1 Technology 3.75%
2 Consumer Discretionary 3.2%
3 Industrials 2.36%
4 Consumer Staples 2.12%
5 Healthcare 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.8M 10.36%
+373,133
2
$21.7M 10.28%
+284,142
3
$21.6M 10.25%
250,332
+28,423
4
$20.8M 9.86%
224,006
+28,910
5
$15.9M 7.52%
323,897
+47,240
6
$14.6M 6.93%
45,507
-6,685
7
$10.2M 4.86%
66,500
-8,839
8
$10.2M 4.83%
+251,740
9
$8.94M 4.24%
107,909
-18,367
10
$8.43M 4%
60,615
-8,149
11
$7.79M 3.7%
189,388
-35,068
12
$7.28M 3.45%
226,360
-391,848
13
$7M 3.32%
54,042
-7,247
14
$6.75M 3.2%
65,372
-11,735
15
$6.14M 2.92%
21,314
-1,222
16
$4.81M 2.28%
71,058
-76,798
17
$4.59M 2.18%
+9,702
18
$4.47M 2.12%
26,995
-830
19
$955K 0.45%
5,790
-397
20
$939K 0.45%
5,893
21
$896K 0.43%
51,169
-1,113,936
22
$863K 0.41%
7,869
+66
23
$852K 0.4%
36,457
-808,829
24
$624K 0.3%
6,164
-174
25
$521K 0.25%
5,612
-62
1
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