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
401
$244K 0.02%
8,954
-459
402
$244K 0.02%
3,548
+35
403
$241K 0.02%
1,897
404
$241K 0.02%
3,975
-220
405
$240K 0.02%
+8,038
406
$240K 0.02%
5,098
+423
407
$240K 0.02%
+765
408
$240K 0.02%
1,651
-193
409
$239K 0.02%
8,645
-743
410
$239K 0.02%
5,180
411
$237K 0.02%
994
-180
412
$235K 0.02%
6,249
-31
413
$234K 0.02%
6,736
-800
414
$233K 0.02%
3,168
-82
415
$230K 0.02%
118
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416
$229K 0.02%
2,280
417
$229K 0.02%
4,194
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418
$229K 0.02%
2,014
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419
$228K 0.02%
2,324
-42
420
$228K 0.02%
1,423
-113
421
$227K 0.02%
2,581
-662
422
$226K 0.02%
2,257
423
$224K 0.02%
+4,878
424
$224K 0.02%
2,423
+100
425
$224K 0.02%
+514
15 16
17
18 19