PCA
Prosperity Capital Advisors Portfolio holdings
AUM
$1.07B
This Quarter Return
+2.73%
1 Year Return
+15.74%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$905M
AUM Growth
+$905M
(+7.1%)
Cap. Flow
+$43.1M
Cap. Flow
% of AUM
4.76%
Top 10 Holdings %
Top 10 Hldgs %
45.2%
Holding
364
New
41
Increased
110
Reduced
152
Closed
55
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$12.2M |
| 2 |
Home Depot
HD
|
$3.51M |
| 3 |
Amazon
AMZN
|
$3.34M |
| 4 |
iShares Global Energy ETF
IXC
|
$2.94M |
| 5 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$2.92M |
Sector Composition
| 1 | Technology | 4.98% |
| 2 | Consumer Discretionary | 1.59% |
| 3 | Energy | 1.36% |
| 4 | Financials | 1.03% |
| 5 | Healthcare | 0.96% |
