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
351
$337K 0.03%
14,848
-436
352
$336K 0.03%
3,981
-826
353
$331K 0.03%
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354
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8,293
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$325K 0.03%
8,561
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356
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357
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8,435
358
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4,486
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359
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360
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1,527
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361
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469
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362
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363
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364
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365
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366
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369
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$293K 0.02%
19,127
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373
$292K 0.02%
7,291
374
$292K 0.02%
7,393
375
$290K 0.02%
2,777
-203
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15
16 17