PIN

Prudent Investors Network Portfolio holdings

AUM $459M
1-Year Est. Return 9.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$408M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$3.87M
3
+$2.94M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.74M
5
TSLA icon
Tesla
TSLA
+$1.15M

Top Sells

1
+$854K
2
+$514K
3
+$309K
4
ISRG icon
Intuitive Surgical
ISRG
+$254K
5
AAPL icon
Apple
AAPL
+$229K

Sector Composition

1 Technology 3.88%
2 Consumer Discretionary 2.93%
3 Financials 0.72%
4 Healthcare 0.58%
5 Industrials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.6M 12.16%
1,073,400
+124,595
2
$42.8M 10.49%
1,799,621
+164,717
3
$34.6M 8.48%
675,903
+57,537
4
$34.2M 8.39%
354,901
+28,675
5
$26.8M 6.55%
496,642
+19,688
6
$25.5M 6.24%
42,440
+314
7
$23.3M 5.71%
317,596
+6,704
8
$20.9M 5.11%
260,460
+10,089
9
$18.9M 4.64%
73,798
+968
10
$17.2M 4.21%
299,061
+19,474
11
$15.6M 3.82%
349,198
+19,036
12
$11.6M 2.83%
234,247
+2,670
13
$11.1M 2.73%
79,983
+4,010
14
$10.5M 2.57%
47,852
+1,221
15
$10.3M 2.52%
19,840
-1,007
16
$9.36M 2.29%
92,978
-1,310
17
$9.35M 2.29%
119,245
+5,529
18
$8.59M 2.11%
197,102
+5,168
19
$3.11M 0.76%
33,301
-9,256
20
$2.7M 0.66%
10,594
-1,013
21
$1.7M 0.42%
17,809
-836
22
$1.47M 0.36%
+3,313
23
$823K 0.2%
3,553
+108
24
$817K 0.2%
25,604
25
$816K 0.2%
2,716
-174
1
2 3