PRI
Prepared Retirement Institute Portfolio holdings
AUM
$170M
This Quarter Return
+7.88%
1 Year Return
+10.15%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$133M
AUM Growth
–
Cap. Flow
+$133M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
68.22%
Holding
75
New
75
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.93% |
| 2 | Healthcare | 3.56% |
| 3 | Consumer Discretionary | 2.18% |
| 4 | Financials | 1.7% |
| 5 | Communication Services | 1.69% |
