PCG

Prosperity Consulting Group Portfolio holdings

AUM $1.37B
1-Year Est. Return 15.22%
This Quarter Est. Return
1 Year Est. Return
+15.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$544M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$24.1M
3
+$14.3M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$12.7M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$12.4M

Top Sells

1
+$2.6M
2
+$1.59M
3
+$1.3M
4
CAT icon
Caterpillar
CAT
+$1.12M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$846K

Sector Composition

1 Technology 13.3%
2 Financials 7.21%
3 Healthcare 4.66%
4 Industrials 3.95%
5 Consumer Discretionary 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$356K 0.03%
+9,926
352
$351K 0.03%
+5,376
353
$349K 0.03%
+5,491
354
$348K 0.03%
12,064
-5,395
355
$348K 0.03%
+13,743
356
$347K 0.03%
+9,077
357
$345K 0.03%
+6,691
358
$337K 0.03%
+2,137
359
$335K 0.03%
+6,514
360
$333K 0.03%
8,524
+687
361
$331K 0.03%
+565
362
$330K 0.03%
14,585
-2,854
363
$328K 0.03%
5,730
-2,759
364
$325K 0.03%
+11,196
365
$317K 0.02%
2,085
-687
366
$316K 0.02%
10,259
-4,430
367
$316K 0.02%
22,462
-6,561
368
$316K 0.02%
22,278
369
$314K 0.02%
+3,243
370
$313K 0.02%
+6,639
371
$306K 0.02%
+5,846
372
$306K 0.02%
8,645
-3,347
373
$306K 0.02%
13,853
-4,404
374
$302K 0.02%
+6,213
375
$300K 0.02%
6,593
-1,134
13 14
15
16 17