PFS

Prospera Financial Services Portfolio holdings

AUM $6.21B
1-Year Est. Return 27.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$456M
AUM Growth
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$9.93M
3
+$6.47M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$6.24M
5
DAL icon
Delta Air Lines
DAL
+$5.09M

Top Sells

1
+$16.5M
2
+$4.54M
3
+$3.01M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.6M
5
F icon
Ford
F
+$1.51M

Sector Composition

1 Technology 4.6%
2 Industrials 3.74%
3 Communication Services 3.63%
4 Consumer Staples 3.02%
5 Energy 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
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