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
376
$300K 0.02%
12,775
+2,804
377
$297K 0.02%
+1,705
378
$297K 0.02%
+3,329
379
$292K 0.02%
1,174
-399
380
$292K 0.02%
+1,174
381
$287K 0.02%
5,082
+89
382
$287K 0.02%
6,551
+1,106
383
$286K 0.02%
+4,417
384
$285K 0.02%
988
-7
385
$285K 0.02%
1,197
-326
386
$282K 0.02%
+10,045
387
$281K 0.02%
3,616
-1,344
388
$279K 0.02%
+6,009
389
$279K 0.02%
3,244
-1,421
390
$279K 0.02%
19,653
-6,955
391
$279K 0.02%
+6,641
392
$278K 0.02%
+6,571
393
$274K 0.02%
1,354
-1,431
394
$273K 0.02%
+174
395
$273K 0.02%
+5,794
396
$272K 0.02%
+7,403
397
$270K 0.02%
8,876
-2,618
398
$266K 0.02%
4,217
399
$264K 0.02%
+1,391
400
$258K 0.02%
+126
14 15
16
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