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|
|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