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
$297M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$819K
2 +$771K
3 +$461K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$451K
5
MCHI icon
iShares MSCI China ETF
MCHI
+$292K

Sector Composition

1 Technology 0.41%
2 Financials 0.31%
3 Industrials 0.11%
4 Real Estate 0.09%
5 Communication Services 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$204K 0.07%
+1,608
52
$87.7K 0.03%
24,778
53
-2,850
54
-12,321