PA

Prism Advisors Portfolio holdings

AUM $370M
1-Year Est. Return 10.25%
This Quarter Est. Return
1 Year Est. Return
+10.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$28M
2 +$26.4M
3 +$17.3M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$16.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$15.5M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 5.05%
2 Communication Services 4.96%
3 Technology 4.85%
4 Consumer Discretionary 3.32%
5 Industrials 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$211K 0.12%
+2,467
52
$141K 0.08%
+12,610
53
$61K 0.03%
+98