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
$288M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$7.94M
2 +$1.22M
3 +$848K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$838K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$572K

Sector Composition

1 Technology 0.49%
2 Financials 0.21%
3 Consumer Discretionary 0.09%
4 Healthcare 0.09%
5 Communication Services 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$220K 0.08%
+12,072
52
$217K 0.08%
24,778
53
$210K 0.07%
1,305
54
$208K 0.07%
+2,850
55
$208K 0.07%
+750
56
-9,259