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PRA

Pine Ridge Advisers Portfolio holdings

AUM $1.62B
1-Year Est. Return 16.97%
This Fund
S&P 500
This Quarter Est. Return
-2.07%
1 Year Est. Return
+16.97%
3 Year Est. Return
+79.99%
5 Year Est. Return
+77.09%
10 Year Est. Return
AUM
$355M
AUM Growth
+$57.9M
Cap. Flow
+$62.3M
Cap. Flow %
17.54%
Top 10 Hldgs %
85.76%
Holding
26
New
1
Increased
5
Reduced
1
Closed

Top Sells

Rank Stock Value
1
GLD icon
SPDR Gold Trust
GLD
+$921K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 14.31%
2 Financials 10.21%
3 Communication Services 10.18%
4 Technology 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$786B
$123M 34.51%
285,507
+40,930
+17% +$18.1M
ASTR
2
DELISTED
Astra Space, Inc. Class A Common Stock
ASTR
$31.8M 8.96%
+244,210
New +$37.3M
AAPL icon
3
Apple
AAPL
$4.92T
$27.6M 7.78%
195,200
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$4.02T
$24.8M 6.99%
185,700
QQQ icon
5
Invesco QQQ Trust
QQQ
$453B
$21.4M 6.02%
59,738
IJH icon
6
iShares Core S&P Mid-Cap ETF
IJH
$124B
$20.1M 5.65%
381,375
+48,275
+14% +$2.6M
AMZN icon
7
Amazon
AMZN
$2.52T
$17.6M 4.95%
107,060
BRK.A icon
8
Berkshire Hathaway Class A
BRK.A
$1.07T
$16.5M 4.63%
40
GLD icon
9
SPDR Gold Trust
GLD
$132B
$11.7M 3.29%
71,235
-5,500
-7% -$921K
VEA icon
10
Vanguard FTSE Developed Markets ETF
VEA
$228B
$10.5M 2.97%
208,880
+74,430
+55% +$3.87M
JPM icon
11
JPMorgan Chase
JPM
$950B
$9.09M 2.56%
55,500
GOOG icon
12
Alphabet (Google) Class C
GOOG
$4.01T
$8.27M 2.33%
62,020
VO icon
13
Vanguard Mid-Cap ETF
VO
$107B
$7.99M 2.25%
134,900
PYPL icon
14
PayPal
PYPL
$49.2B
$5.2M 1.47%
20,000
AXP icon
15
American Express
AXP
$227B
$4.44M 1.25%
26,500
IJR icon
16
iShares Core S&P Small-Cap ETF
IJR
$110B
$3.12M 0.88%
28,565
+11,875
+71% +$1.31M
META icon
17
Meta Platforms (Facebook)
META
$1.54T
$3.06M 0.86%
9,000
IVV icon
18
iShares Core S&P 500 ETF
IVV
$874B
$2.07M 0.58%
4,795
VEU icon
19
Vanguard FTSE All-World ex-US ETF
VEU
$66.2B
$1.55M 0.44%
25,415
INTC icon
20
Intel
INTC
$463B
$1.44M 0.41%
27,000
TSLA icon
21
Tesla
TSLA
$1.23T
$1.38M 0.39%
5,355
VTI icon
22
Vanguard Total Stock Market ETF
VTI
$658B
$751K 0.21%
3,383
+165
+5% +$37.6K
VIRT icon
23
Virtu Financial
VIRT
$5.25B
$611K 0.17%
25,000
VWO icon
24
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$572K 0.16%
11,440
NVTA
25
DELISTED
Invitae Corporation
NVTA
$569K 0.16%
20,000

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Pine Ridge Advisers's Q3 2021 Portfolio in Review

As of Q3 2021, Pine Ridge Advisers held 26 positions worth $355M, up 19% from $297M the previous quarter. Its ten largest holdings account for 86% of the portfolio.

Pine Ridge Advisers deployed $62.3M of net new capital in Q3 2021, opening 1 new position and adding to 5 existing holdings. Its largest new stake was Astra Space, Inc. Class A Common Stock: 244,210 shares worth $31.8M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 14% of assets, up from 6.6% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was SPDR Gold Trust, an estimated $921K trimmed.

  • Pine Ridge Advisers's largest Q3 2021 buy was Astra Space, Inc. Class A Common Stock: 244,210 shares worth $31.8M.
  • Pine Ridge Advisers added most to State Street SPDR S&P 500 ETF Trust in Q3 2021, an estimated $18.1M increase.
  • Pine Ridge Advisers's biggest Q3 2021 reduction was SPDR Gold Trust, cutting an estimated $921K.
  • Pine Ridge Advisers's ten largest holdings make up 86% of its $355M portfolio in Q3 2021.
  • Pine Ridge Advisers opened 1 new position and closed 0 in Q3 2021.
  • Pine Ridge Advisers's portfolio value rose 19% quarter-over-quarter to $355M.

Based on Pine Ridge Advisers's 13F filing for Q3 2021, filed 15 Nov 2021.