PFG
Prospect Financial Group Portfolio holdings
AUM
$95.6M
This Quarter Return
-2.78%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$81.3M
AUM Growth
–
Cap. Flow
+$81.3M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
57.66%
Holding
59
New
59
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$7.21M |
| 2 |
Pinterest
PINS
|
$6.87M |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
$5.64M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$4.91M |
| 5 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
$4.73M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 10.9% |
| 2 | Technology | 7.19% |
| 3 | Financials | 3.15% |
| 4 | Healthcare | 1.96% |
| 5 | Consumer Discretionary | 0.75% |
