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
$2.43B
AUM Growth
+$437M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,015
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$11.8M
3
+$11.2M
4
VUG icon
Vanguard Growth ETF
VUG
+$9.29M
5
NVDA icon
NVIDIA
NVDA
+$8.33M

Top Sells

1
+$7.2M
2
+$6.93M
3
+$6.86M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$6.75M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.36M

Sector Composition

1 Technology 13.51%
2 Financials 6.3%
3 Healthcare 5.94%
4 Consumer Discretionary 4.77%
5 Industrials 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$260K 0.01%
726
+27
827
$259K 0.01%
1,315
+116
828
$259K 0.01%
7,978
+876
829
$258K 0.01%
+11,856
830
$256K 0.01%
5,416
-76
831
$255K 0.01%
5,064
-109
832
$255K 0.01%
9,807
+361
833
$255K 0.01%
5,331
-189
834
$255K 0.01%
4,787
+49
835
$254K 0.01%
13,404
+497
836
$253K 0.01%
6,167
+470
837
$252K 0.01%
4,747
+503
838
$251K 0.01%
5,000
-371
839
$251K 0.01%
5,936
+331
840
$251K 0.01%
23,870
+924
841
$250K 0.01%
+2,665
842
$249K 0.01%
1,203
-6
843
$249K 0.01%
1,924
-225
844
$247K 0.01%
6,078
+88
845
$246K 0.01%
+5,718
846
$246K 0.01%
1,471
+23
847
$245K 0.01%
828
848
$243K 0.01%
3,834
+597
849
$243K 0.01%
+7,605
850
$242K 0.01%
+3,008
32 33
34
35 36