PCG

Prosperity Consulting Group Portfolio holdings

AUM $2.22B
1-Year Est. Return 17.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37B
AUM Growth
+$76.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$5.15M
2
+$3.38M
3
+$2.83M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$2.01M
5
ACN icon
Accenture
ACN
+$1.83M

Top Sells

1
+$3.22M
2
+$2.82M
3
+$1.89M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.68M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.49M

Sector Composition

1 Technology 13.63%
2 Financials 7.97%
3 Healthcare 3.42%
4 Industrials 3.35%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$296K 0.02%
1,412
+231
377
$292K 0.02%
+5,287
378
$289K 0.02%
6,193
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379
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3,168
381
$284K 0.02%
7,403
382
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6,500
-1,325
383
$282K 0.02%
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384
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6,191
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385
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1,041
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386
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387
$273K 0.02%
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$271K 0.02%
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389
$270K 0.02%
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390
$267K 0.02%
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391
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394
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16,787
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396
$259K 0.02%
325
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397
$256K 0.02%
+6,585
398
$255K 0.02%
+2,065
399
$254K 0.02%
2,092
+78
400
$249K 0.02%
6,736
14 15
16
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