PFS

Prospera Financial Services Portfolio holdings

AUM $6.09B
1-Year Est. Return 23.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.92B
AUM Growth
-$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,691
New
Increased
Reduced
Closed

Top Buys

1 +$24M
2 +$19.5M
3 +$12.5M
4
AMD icon
Advanced Micro Devices
AMD
+$7.69M
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$7.06M

Top Sells

1 +$46.7M
2 +$13.1M
3 +$12.9M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$6.17M
5
VALE icon
Vale
VALE
+$5.04M

Sector Composition

1 Technology 13.28%
2 Financials 7.3%
3 Healthcare 6.57%
4 Consumer Staples 4.86%
5 Consumer Discretionary 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1451
-175
1452
-622
1453
-1,058
1454
-8,073
1455
-318
1456
-650
1457
-225
1458
-180
1459
-1,902
1460
-75
1461
-225
1462
-194
1463
-2,500
1464
-200
1465
-7
1466
-269
1467
-202
1468
-44
1469
-350
1470
-795
1471
-322
1472
-1,000
1473
-100
1474
-240
1475
-12