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
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Sells

1 +$535K
2 +$416K
3 +$412K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$338K
5
VTV icon
Vanguard Value ETF
VTV
+$323K

Sector Composition

1 Technology 0.35%
2 Financials 0.29%
3 Real Estate 0.16%
4 Industrials 0.11%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$68.1K 0.02%
12,321
52
0
53
0
54
-1,543