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
$214M
AUM Growth
+$1.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$4.4M
3
+$1.93M
4
MSFT icon
Microsoft
MSFT
+$1.37M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$960K

Top Sells

1
+$7.32M
2
+$4.4M
3
+$3.67M
4
AMZN icon
Amazon
AMZN
+$854K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$57.4K

Sector Composition

1 Technology 4.75%
2 Consumer Discretionary 3.33%
3 Consumer Staples 1.41%
4 Healthcare 0.69%
5 Energy 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.1M 10.33%
382,900
+8,360
2
$22M 10.29%
292,415
+6,757
3
$21.1M 9.86%
255,318
+7,301
4
$20.2M 9.47%
230,178
+8,726
5
$17.7M 8.29%
49,426
+5,374
6
$15.5M 7.25%
317,331
-1,176
7
$10.8M 5.04%
69,235
+4,644
8
$10.1M 4.73%
111,769
+5,918
9
$8.93M 4.18%
63,920
+4,654
10
$8.21M 3.84%
247,526
+28,929
11
$7.85M 3.68%
24,875
+4,347
12
$7.45M 3.49%
57,893
+5,028
13
$7.39M 3.46%
+107,457
14
$7.1M 3.33%
55,892
-6,721
15
$6.1M 2.86%
155,654
-93,620
16
$4.74M 2.22%
80,366
+12,296
17
$4.4M 2.06%
+163,378
18
$3.02M 1.41%
27,271
+276
19
$1.54M 0.72%
8,971
+3,224
20
$951K 0.45%
8,090
+287
21
$878K 0.41%
5,893
22
$595K 0.28%
6,142
+22
23
$594K 0.28%
34,753
-784
24
$589K 0.28%
5,612
25
$544K 0.25%
24,669
-342
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