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
26
$10.8M 0.83%
11,390
-430
27
$10.6M 0.82%
30,231
-699
28
$10.3M 0.8%
48,836
+8,562
29
$10M 0.77%
100,066
-11,479
30
$9.46M 0.73%
61,205
-2,290
31
$8.84M 0.68%
24,123
-267
32
$8.58M 0.66%
72,174
+7,591
33
$8.55M 0.66%
107,014
-2,071
34
$8.24M 0.64%
277,682
+98,702
35
$8.1M 0.63%
48,358
+4,870
36
$7.93M 0.61%
155,996
-10,065
37
$7.89M 0.61%
9,556
-97
38
$7.6M 0.59%
122,971
+7,803
39
$7.05M 0.55%
28,356
+241
40
$6.71M 0.52%
138,974
-4,897
41
$6.65M 0.51%
130,828
-15,403
42
$6.53M 0.5%
204,379
-5,901
43
$6.47M 0.5%
33,376
-5,321
44
$6.34M 0.49%
40,591
+1,557
45
$6.26M 0.48%
63,054
-2,235
46
$6.19M 0.48%
11,825
-710
47
$6.18M 0.48%
19,792
-528
48
$6.13M 0.47%
52,206
+2,976
49
$6.08M 0.47%
52,154
+1,341
50
$5.96M 0.46%
24,620
-772
1
2
3 4 5