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
$342M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.6M
3
+$1.92M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.76M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$1.43M

Top Sells

1
+$4.16M
2
+$597K
3
+$374K
4
UNH icon
UnitedHealth
UNH
+$344K
5
AMZN icon
Amazon
AMZN
+$326K

Sector Composition

1 Technology 6.03%
2 Consumer Discretionary 3.49%
3 Healthcare 0.72%
4 Consumer Staples 0.55%
5 Financials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.5M 11.26%
425,488
+39,163
2
$30.8M 9.01%
60,252
+994
3
$26M 7.61%
1,151,728
+115,243
4
$25.8M 7.56%
279,608
+20,748
5
$25.8M 7.56%
534,579
+24,728
6
$21M 6.14%
79,430
+3,672
7
$19.6M 5.74%
392,980
+28,601
8
$18.6M 5.45%
185,483
+17,577
9
$16.9M 4.96%
81,866
+3,885
10
$15.4M 4.5%
36,484
+2,641
11
$14.1M 4.14%
102,805
+7,989
12
$13.9M 4.06%
161,825
+10,711
13
$11.9M 3.49%
54,334
-1,484
14
$11.9M 3.49%
157,409
+5,703
15
$11.8M 3.47%
183,663
+13,772
16
$10.1M 2.94%
260,379
+13,167
17
$9.17M 2.68%
116,701
+6,230
18
$3.1M 0.91%
12,386
+3,612
19
$1.65M 0.48%
1,795
+923
20
$1.39M 0.41%
15,617
-6,704
21
$1.05M 0.31%
5,930
-750
22
$899K 0.26%
+1,849
23
$669K 0.2%
5,918
24
$666K 0.19%
23,884
+15,884
25
$655K 0.19%
3,600
1
2 3