PCG

Prosperity Consulting Group Portfolio holdings

AUM $2.22B
1-Year Est. Return 17.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37B
AUM Growth
+$76.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$5.15M
2
+$3.38M
3
+$2.83M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$2.01M
5
ACN icon
Accenture
ACN
+$1.83M

Top Sells

1
+$3.22M
2
+$2.82M
3
+$1.89M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.68M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.49M

Sector Composition

1 Technology 13.63%
2 Financials 7.97%
3 Healthcare 3.42%
4 Industrials 3.35%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.01M 0.07%
3,663
-30
227
$1M 0.07%
21,432
-707
228
$994K 0.07%
1,955
+52
229
$975K 0.07%
6,874
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230
$968K 0.07%
4,813
231
$947K 0.07%
1,670
-28
232
$946K 0.07%
15,072
+275
233
$945K 0.07%
12,424
+4,581
234
$941K 0.07%
23,319
-255
235
$936K 0.07%
15,094
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236
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10,019
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237
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4,559
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238
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239
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11,249
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245
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247
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22,908
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248
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4,652
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249
$863K 0.06%
9,011
-69
250
$857K 0.06%
21,275
-953
8 9
10
11 12