PHM

Prospect Hill Management Portfolio holdings

AUM $224M
1-Year Est. Return 26.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$55.8K
2
+$52.4K
3
+$52.3K
4
TSLA icon
Tesla
TSLA
+$34.7K
5
AMZN icon
Amazon
AMZN
+$34K

Top Sells

1
+$1.01M
2
+$120K
3
+$97.8K

Sector Composition

1 Technology 58.27%
2 Consumer Discretionary 23.9%
3 Communication Services 9.71%
4 Financials 4.61%
5 Healthcare 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$129M 55.19%
507,076
+90
2
$44.7M 19.09%
100,417
+100
3
$11.3M 4.81%
51,293
+150
4
$7.42M 3.17%
61,910
+150
5
$7.31M 3.13%
30,020
6
$6.65M 2.84%
27,370
+250
7
$6.63M 2.83%
14,825
-250
8
$6.06M 2.59%
117,500
9
$5.94M 2.54%
31,834
+300
10
$4.07M 1.74%
7,150
11
$1.58M 0.67%
3,250
12
$1.32M 0.57%
1,800
+75
13
$1.28M 0.55%
5,600
-435
14
$664K 0.28%
2,000
15
– –
-6,214