PFS
Prospera Financial Services Portfolio holdings
AUM
$5.37B
1-Year Return
18.82%
This Quarter Return
+6.4%
1 Year Return
+18.82%
3 Year Return
+69.42%
5 Year Return
+120.02%
10 Year Return
+246.56%
AUM
$3.92B
AUM Growth
+$319M
(+8.9%)
Cap. Flow
+$123M
Cap. Flow
% of AUM
3.15%
Top 10 Holdings %
Top 10 Hldgs %
19.99%
Holding
1,207
New
73
Increased
556
Reduced
429
Closed
91
Top Buys
| 1 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$25.5M |
| 2 |
Capital Group Global Growth Equity ETF
CGGO
|
$16.6M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$16.2M |
| 4 |
Apple
AAPL
|
$12.3M |
| 5 |
Microsoft
MSFT
|
$10.4M |
Top Sells
Sector Composition
| 1 | Technology | 16.01% |
| 2 | Financials | 6.33% |
| 3 | Healthcare | 5.3% |
| 4 | Industrials | 4.86% |
| 5 | Consumer Discretionary | 4.43% |
