PFS

Prospera Financial Services Portfolio holdings

AUM $5.86B
1-Year Est. Return 21.96%
This Quarter Est. Return
1 Year Est. Return
+21.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$555M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1 +$25.1M
2 +$5.62M
3 +$3.32M
4
BX icon
Blackstone
BX
+$2.91M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$2.85M

Sector Composition

1 Financials 5.23%
2 Healthcare 3.78%
3 Technology 3.74%
4 Energy 3.65%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
-5,040
427
-8,166