PCG
Prosperity Consulting Group Portfolio holdings
AUM
$1.37B
1-Year Return
15.22%
This Quarter Return
+2.29%
1 Year Return
+15.22%
3 Year Return
+56.73%
5 Year Return
–
10 Year Return
–
AUM
$737M
AUM Growth
-$60M
(-7.5%)
Cap. Flow
-$71.6M
Cap. Flow
% of AUM
-9.71%
Top 10 Holdings %
Top 10 Hldgs %
33.95%
Holding
343
New
13
Increased
89
Reduced
191
Closed
40
Top Buys
| 1 |
JPMorgan Equity Premium Income ETF
JEPI
|
$8.43M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$4.29M |
| 3 |
Mid-America Apartment Communities
MAA
|
$2.57M |
| 4 |
Vanguard Large-Cap ETF
VV
|
$1.16M |
| 5 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
$927K |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$11.4M |
| 2 |
T Rowe Price
TROW
|
$3.56M |
| 3 |
Simplify Hedged Equity ETF
HEQT
|
$3.38M |
| 4 |
Apple
AAPL
|
$2.97M |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
$2.83M |
Sector Composition
| 1 | Technology | 12.67% |
| 2 | Financials | 5.48% |
| 3 | Industrials | 4.72% |
| 4 | Healthcare | 4.62% |
| 5 | Consumer Staples | 4.02% |
