PCG

Prosperity Consulting Group Portfolio holdings

AUM $2.03B
1-Year Est. Return 15.19%
This Quarter Est. Return
1 Year Est. Return
+15.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29B
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$3.08M
3
+$3M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$2.93M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.81M

Top Sells

1
+$4.73M
2
+$2.77M
3
+$2.22M
4
SAP icon
SAP
SAP
+$1.9M
5
INDS icon
Pacer Industrial Real Estate ETF
INDS
+$1.65M

Sector Composition

1 Technology 12.39%
2 Financials 8.24%
3 Healthcare 4.03%
4 Industrials 3.69%
5 Consumer Staples 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$618K 0.05%
12,300
-144
277
$616K 0.05%
19,868
+1,749
278
$615K 0.05%
5,559
-546
279
$611K 0.05%
1,313
+9
280
$610K 0.05%
+8,377
281
$602K 0.05%
102,005
282
$601K 0.05%
2,371
+175
283
$583K 0.05%
6,912
-399
284
$577K 0.04%
31,021
+3,235
285
$574K 0.04%
5,466
+1,763
286
$573K 0.04%
19,227
287
$568K 0.04%
12,497
-750
288
$565K 0.04%
5,921
+101
289
$553K 0.04%
24,054
-1,010
290
$549K 0.04%
3,126
-109
291
$549K 0.04%
13,338
+315
292
$540K 0.04%
+7,843
293
$533K 0.04%
19,631
-1,605
294
$532K 0.04%
3,092
+13
295
$524K 0.04%
+9,449
296
$522K 0.04%
12,756
-505
297
$516K 0.04%
3,514
-406
298
$508K 0.04%
11,019
+239
299
$507K 0.04%
7,205
-165
300
$505K 0.04%
13,413
-2,551
10 11
12
13 14