PCA

Prosperity Capital Advisors Portfolio holdings

AUM $1.67B
1-Year Est. Return 18.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.91%
2 Financials 1.5%
3 Consumer Discretionary 1.26%
4 Healthcare 1.1%
5 Industrials 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-6,069
402
-2,400