PFS
Prospera Financial Services Portfolio holdings
AUM
$5.37B
1-Year Return
18.82%
This Quarter Return
+1.12%
1 Year Return
+18.82%
3 Year Return
+69.42%
5 Year Return
+120.02%
10 Year Return
+246.56%
AUM
$510M
AUM Growth
+$12.5M
(+2.5%)
Cap. Flow
+$6.48M
Cap. Flow
% of AUM
1.27%
Top 10 Holdings %
Top 10 Hldgs %
38.63%
Holding
438
New
59
Increased
143
Reduced
147
Closed
56
Top Buys
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$6.21M |
| 2 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
$5.91M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$3.4M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$3.24M |
| 5 |
Blackstone
BX
|
$3.1M |
Top Sells
Sector Composition
| 1 | Financials | 5.17% |
| 2 | Technology | 3.68% |
| 3 | Healthcare | 3.41% |
| 4 | Energy | 3.35% |
| 5 | Communication Services | 3.27% |
