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
$536M
AUM Growth
-$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.11M
3
+$983K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$971K
5
XYZ
Block Inc
XYZ
+$685K

Top Sells

1
+$43.5M
2
+$15.9M
3
+$15.7M
4
BX icon
Blackstone
BX
+$14.6M
5
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
+$12.2M

Sector Composition

1 Technology 5.92%
2 Healthcare 4.14%
3 Financials 3.73%
4 Consumer Discretionary 3.51%
5 Communication Services 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
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