PFG
Prospect Financial Group Portfolio holdings
AUM
$95.6M
This Quarter Return
+8.74%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$95.6M
AUM Growth
+$95.6M
(+22%)
Cap. Flow
+$11.4M
Cap. Flow
% of AUM
11.97%
Top 10 Holdings %
Top 10 Hldgs %
58.77%
Holding
69
New
6
Increased
29
Reduced
22
Closed
5
Top Buys
Top Sells
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$882K |
| 2 |
Pinterest
PINS
|
$366K |
| 3 |
UnitedHealth
UNH
|
$284K |
| 4 |
Colgate-Palmolive
CL
|
$232K |
| 5 |
NVIDIA
NVDA
|
$117K |
Sector Composition
| 1 | Technology | 7.43% |
| 2 | Financials | 2.85% |
| 3 | Communication Services | 2.77% |
| 4 | Healthcare | 1.73% |
| 5 | Consumer Staples | 0.95% |
