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
426
$223K 0.02%
730
+23
427
$222K 0.02%
4,503
-490
428
$222K 0.02%
5,002
-34
429
$221K 0.02%
6,100
430
$220K 0.02%
+2,549
431
$219K 0.02%
+666
432
$217K 0.02%
5,008
-194
433
$213K 0.02%
+1,728
434
$213K 0.02%
+6,826
435
$213K 0.02%
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436
$213K 0.02%
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437
$211K 0.02%
1,480
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438
$211K 0.02%
9,304
-2,661
439
$210K 0.02%
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440
$210K 0.02%
8,020
-87
441
$210K 0.02%
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442
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444
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445
$206K 0.02%
2,285
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446
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447
$205K 0.02%
10,961
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448
$204K 0.02%
4,844
-641
449
$201K 0.02%
1,181
-978
450
$201K 0.02%
+4,978
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