PFS

Prospera Financial Services Portfolio holdings

AUM $5.37B
1-Year Est. Return 18.82%
This Quarter Est. Return
1 Year Est. Return
+18.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$449M
AUM Growth
-$6.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.78%
2 Communication Services 3.97%
3 Industrials 3.9%
4 Consumer Staples 3.33%
5 Energy 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-14,816
377
-108,170
378
-2,145