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
$326M
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$15.4M
3
+$12M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$8.8M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$3.86M

Top Sells

1
+$20.8M
2
+$10.9M
3
+$7.87M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.81M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.62M

Sector Composition

1 Technology 5.41%
2 Consumer Discretionary 3.19%
3 Consumer Staples 1.58%
4 Healthcare 0.82%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.6M 11.22%
386,325
+162,509
2
$28.9M 8.88%
59,258
-3,317
3
$25.4M 7.79%
258,860
-49,057
4
$24.3M 7.47%
+1,036,485
5
$23.1M 7.09%
509,851
+194,093
6
$20M 6.13%
75,758
+14,232
7
$18.9M 5.79%
364,379
+63,514
8
$16.9M 5.19%
167,906
+38,348
9
$15.8M 4.85%
77,981
-1,204
10
$14.6M 4.48%
94,816
+19,933
11
$14.6M 4.47%
33,843
+1,667
12
$13.3M 4.07%
151,114
+33,579
13
$12.3M 3.76%
151,706
+17,821
14
$12M 3.69%
+169,891
15
$10.4M 3.19%
55,818
-4,623
16
$9.19M 2.82%
247,212
+9,563
17
$9.17M 2.81%
110,471
+17,428
18
$4.16M 1.28%
26,690
+8
19
$2.09M 0.64%
22,321
-222,479
20
$2.04M 0.63%
8,774
+1,096
21
$1.32M 0.4%
6,680
+750
22
$773K 0.24%
+872
23
$675K 0.21%
5,918
24
$668K 0.2%
1,142
25
$615K 0.19%
3,600
1
2 3