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Prudent Investors Network Portfolio holdings
AUM
$459M
1-Year Est. Return
9.48%
This Fund
S&P 500
1 Year Est. Return
+9.48%
AUM
$459M
AUM Growth
+$23.4M
(+5.4%)
Holding
80
Top Buys
| 1 | +$54.5M | |
| 2 | +$45M | |
| 3 | +$13.6M | |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$12.7M |
| 5 |
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$10.9M |
Top Sells
| 1 | +$50.7M | |
| 2 | +$42.1M | |
| 3 | +$8.22M | |
| 4 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$7.08M |
| 5 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$4.94M |
Sector Composition
| 1 | Technology | 2.93% |
| 2 | Consumer Discretionary | 2.61% |
| 3 | Financials | 0.56% |
| 4 | Healthcare | 0.53% |
| 5 | Consumer Staples | 0.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Meta Platforms (Facebook)
META
$1.48T
| – | – |
-309
|
|
||
77
Oracle
ORCL
$404B
| – | – |
-1,593
|
|
||
78
State Street SPDR S&P 500 ETF Trust
SPY
$785B
| – | – |
-313
|
|
||
79
Wells Fargo
WFC
$262B
| – | – |
-2,269
|
|