PCM

Prospera Capital Management Portfolio holdings

AUM $207M
1-Year Est. Return 13.79%
This Quarter Est. Return
1 Year Est. Return
+13.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$2.62M
3
+$2.06M
4
AAPL icon
Apple
AAPL
+$1.41M
5
BND icon
Vanguard Total Bond Market
BND
+$1.31M

Top Sells

1
+$87.2K

Sector Composition

1 Technology 3.23%
2 Energy 0.81%
3 Financials 0.54%
4 Consumer Staples 0.16%
5 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$459K 0.3%
+2,068
27
$446K 0.29%
+2,665
28
$289K 0.19%
+2,427
29
$279K 0.18%
+772
30
$278K 0.18%
+3,565
31
$276K 0.18%
+1,270
32
$266K 0.17%
+7,611
33
$262K 0.17%
+1,631
34
$241K 0.16%
+2,737
35
$240K 0.15%
+1,260
36
$234K 0.15%
+3,296
37
$227K 0.15%
+5,020
1
2