PFS
Prospera Financial Services Portfolio holdings
AUM
$5.37B
1-Year Return
18.82%
This Quarter Return
+0.25%
1 Year Return
+18.82%
3 Year Return
+69.42%
5 Year Return
+120.02%
10 Year Return
+246.56%
AUM
$216M
AUM Growth
–
Cap. Flow
+$216M
Cap. Flow
% of AUM
99.77%
Top 10 Holdings %
Top 10 Hldgs %
30.78%
Holding
234
New
229
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 7.5% |
| 2 | Technology | 3.62% |
| 3 | Consumer Staples | 3.62% |
| 4 | Communication Services | 3.12% |
| 5 | Utilities | 2.6% |
