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
301
$501K 0.04%
12,262
302
$501K 0.04%
2,122
-3,438
303
$500K 0.04%
8,199
-2,286
304
$496K 0.04%
2,093
+67
305
$483K 0.04%
6,961
-1,726
306
$483K 0.04%
11,743
-735
307
$482K 0.04%
2,407
+63
308
$481K 0.04%
4,552
309
$479K 0.04%
21,619
-2,247
310
$469K 0.04%
10,525
+349
311
$463K 0.04%
10,533
+278
312
$460K 0.04%
2,467
-79
313
$444K 0.03%
52,388
314
$444K 0.03%
12,021
+3,432
315
$441K 0.03%
8,558
-100
316
$432K 0.03%
15,607
-863
317
$428K 0.03%
7,829
-5
318
$424K 0.03%
14,856
+1,298
319
$423K 0.03%
689
-782
320
$423K 0.03%
10,272
+572
321
$423K 0.03%
3,277
-1,873
322
$421K 0.03%
3,640
+1,715
323
$418K 0.03%
3,739
-4,989
324
$415K 0.03%
2,394
-168
325
$414K 0.03%
12,099
11 12
13
14 15