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
+$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$436K
2
+$204K
3
+$115K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$81.2K
5
PANW icon
Palo Alto Networks
PANW
+$2.56K

Top Sells

1
+$538K
2
+$360K
3
+$310K
4
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$273K
5
MSFT icon
Microsoft
MSFT
+$268K

Sector Composition

1 Technology 4.17%
2 Consumer Discretionary 3.85%
3 Industrials 2.28%
4 Consumer Staples 1.68%
5 Healthcare 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.6M 10.19%
374,540
+1,407
2
$21.6M 10.19%
285,658
+1,516
3
$21.5M 10.12%
248,017
-2,315
4
$20.3M 9.57%
221,452
-2,554
5
$16.3M 7.67%
44,052
-1,455
6
$15.7M 7.4%
318,507
-5,390
7
$10.5M 4.95%
64,591
-1,909
8
$10.1M 4.78%
249,274
-2,466
9
$8.59M 4.05%
105,851
-2,058
10
$8.55M 4.03%
59,266
-1,349
11
$8.16M 3.85%
62,613
-2,759
12
$7.37M 3.47%
218,597
-7,763
13
$7.32M 3.45%
187,071
-2,317
14
$7.02M 3.31%
52,865
-1,177
15
$6.99M 3.3%
20,528
-786
16
$4.45M 2.1%
68,070
-2,988
17
$4.4M 2.08%
9,565
-137
18
$3.56M 1.68%
26,995
19
$1.11M 0.53%
5,747
-43
20
$837K 0.39%
7,803
-66
21
$794K 0.37%
5,893
22
$667K 0.31%
6,120
-44
23
$621K 0.29%
35,537
-15,632
24
$611K 0.29%
5,612
25
$573K 0.27%
25,011
-11,446
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