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
401
$249K 0.02%
+43
402
$248K 0.02%
17,707
-1,420
403
$247K 0.02%
6,249
404
$247K 0.02%
4,934
405
$242K 0.02%
4,830
-350
406
$241K 0.02%
3,545
-368
407
$239K 0.02%
6,100
408
$238K 0.02%
+1,368
409
$238K 0.02%
4,855
-990
410
$235K 0.02%
8,020
411
$235K 0.02%
+4,568
412
$234K 0.02%
+2,499
413
$232K 0.02%
+2,351
414
$232K 0.02%
4,521
-187
415
$231K 0.02%
825
-563
416
$230K 0.02%
2,177
+29
417
$229K 0.02%
2,280
418
$227K 0.02%
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-3,678
419
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2,257
420
$226K 0.02%
8,116
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421
$223K 0.02%
938
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422
$222K 0.02%
3,523
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423
$222K 0.02%
7,741
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424
$221K 0.02%
569
+55
425
$220K 0.02%
5,652
15 16
17
18 19