PFS
Prospera Financial Services Portfolio holdings
AUM
$5.37B
1-Year Return
18.82%
This Quarter Return
+1.65%
1 Year Return
+18.82%
3 Year Return
+69.42%
5 Year Return
+120.02%
10 Year Return
+246.56%
AUM
$498M
AUM Growth
+$14.3M
(+3%)
Cap. Flow
+$8.67M
Cap. Flow
% of AUM
1.74%
Top 10 Holdings %
Top 10 Hldgs %
40.83%
Holding
418
New
63
Increased
179
Reduced
105
Closed
38
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 3.45% |
| 2 | Energy | 3.39% |
| 3 | Communication Services | 3.38% |
| 4 | Technology | 3.26% |
| 5 | Consumer Staples | 3.03% |
