Prudent Investors Network

Latest statistics and disclosures from Prudent Investors Network's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are EMB, BOND, MTUM, PHB, IAGG, and represent 50.94% of Prudent Investors Network's stock portfolio.
  • Added to shares of these 10 stocks: PHB (+$16M), SPYD, IEMG, JETS, XLF, IYW, IVV, XOM, IYF, XLE.
  • Started 3 new stock positions in IVV, XOM, PHB.
  • Reduced shares in these 10 stocks: GOVT (-$6.8M), BOND, VGK, EMB, MTUM, O, QQQ, SPGI, MSFT, AAPL.
  • Sold out of its positions in MSFT, SPGI.
  • Prudent Investors Network was a net buyer of stock by $3.2M.
  • Prudent Investors Network has $165M in assets under management (AUM), dropping by 9.11%.

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Portfolio Holdings for Prudent Investors Network

Companies in the Prudent Investors Network portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Jpmorgan Usd Emg (EMB) 12.0 $20M -14% 171k 115.91
Pimco Etf Tr Active Bd Etf (BOND) 10.7 $18M -20% 156k 113.10
Ishares Tr Msci Usa Mmentm (MTUM) 10.4 $17M -9% 106k 161.28
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 9.5 $16M NEW 805k 19.44
Ishares Tr Core Intl Aggr (IAGG) 8.3 $14M 244k 56.21
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.7 $13M -3% 41k 313.73
Ishares Tr Us Treas Bd Etf (GOVT) 7.6 $13M -35% 459k 27.24
Select Sector Spdr Tr Sbi Int-finl (XLF) 6.0 $9.9M +7% 335k 29.48
Ishares Core Msci Emkt (IEMG) 4.8 $7.9M +76% 128k 62.04
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 4.7 $7.7M -32% 128k 60.24
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 4.5 $7.5M +96% 228k 32.94
Etf Ser Solutions Us Glb Jets (JETS) 3.3 $5.4M +30% 240k 22.38
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.9 $4.7M 42k 113.43
Realty Income (O) 2.7 $4.5M -22% 72k 62.16

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Select Sector Spdr Tr Energy (XLE) 2.7 $4.4M +2% 117k 37.90
Abbott Laboratories (ABT) 0.4 $678k 6.2k 109.39
Abbvie (ABBV) 0.4 $606k 5.7k 107.05
Apple (AAPL) 0.4 $579k -24% 4.4k 132.68
Ishares Tr U.s. Tech Etf (IYW) 0.3 $476k +300% 5.6k 85.06
International Business Machines (IBM) 0.2 $266k -24% 2.1k 125.59
Spdr Ser Tr Spdr Bloomberg (BIL) 0.2 $264k 2.9k 91.29
Ishares Tr U.s. Finls Etf (IYF) 0.2 $253k +100% 3.8k 66.75
Ishares Tr Core S&p500 Etf (IVV) 0.1 $243k NEW 649.00 374.42
Exxon Mobil Corporation (XOM) 0.1 $216k NEW 5.3k 41.06

Past Filings by Prudent Investors Network

SEC 13F filings are viewable for Prudent Investors Network going back to 2019