PCA
Prosperity Capital Advisors Portfolio holdings
AUM
$1.72B
1-Year Est. Return
17.84%
1 Year Est. Return
+17.84%
AUM
$1.72B
AUM Growth
+$656M
(+61%)
Holding
430
Top Buys
| 1 | +$57.7M | |
| 2 | +$49.8M | |
| 3 | +$37.6M | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$31.6M |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$23.6M |
Top Sells
| 1 | +$12.9M | |
| 2 | +$8.19M | |
| 3 | +$8.17M | |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$5.48M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$4.73M |
Sector Composition
| 1 | Technology | 4.28% |
| 2 | Financials | 1.58% |
| 3 | Consumer Discretionary | 1.3% |
| 4 | Healthcare | 1.3% |
| 5 | Communication Services | 0.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
WisdomTree US LargeCap Fund
EPS
$1.25B
| – | – |
-28,020
|
|
||
427
Capital One
COF
$142B
| – | – |
-1,470
|
|
||
428
Cameco
CCJ
$35.4B
| – | – |
-5,252
|
|
||
429
Cardinal Health
CAH
$37.9B
| – | – |
-1,544
|
|
||
430
American Superconductor
AMSC
$2.4B
| – | – |
-6,879
|
|