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
$133M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$8.68M
3
+$6.34M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.83M
5
AAPL icon
Apple
AAPL
+$4.56M

Top Sells

No sells this quarter

Sector Composition

1 Financials 10.31%
2 Technology 9.71%
3 Consumer Staples 6.89%
4 Communication Services 6.17%
5 Healthcare 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 1.02%
+7,881
27
$1.34M 1%
+20,649
28
$1.33M 1%
+8,074
29
$1.28M 0.96%
+24,681
30
$1.27M 0.95%
+8,052
31
$1.17M 0.88%
+7,920
32
$1.08M 0.81%
+8,663
33
$1.07M 0.8%
+57,605
34
$1.03M 0.78%
+11,187
35
$974K 0.73%
+3,016
36
$930K 0.7%
+4,041
37
$896K 0.67%
+8,620
38
$877K 0.66%
+14,530
39
$876K 0.66%
+6,140
40
$841K 0.63%
+10,520
41
$839K 0.63%
+13,711
42
$831K 0.62%
+7,748
43
$816K 0.61%
+2,183
44
$788K 0.59%
+8,520
45
$738K 0.55%
+1,538
46
$719K 0.54%
+6,566
47
$718K 0.54%
+23,035
48
$716K 0.54%
+3,452
49
$671K 0.5%
+2,652
50
$644K 0.48%
+4,096
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