PCG
Prosperity Consulting Group Portfolio holdings
AUM
$1.37B
1-Year Return
15.22%
This Quarter Return
-0.73%
1 Year Return
+15.22%
3 Year Return
+56.73%
5 Year Return
–
10 Year Return
–
AUM
$1.29B
AUM Growth
-$35M
(-2.6%)
Cap. Flow
-$12.4M
Cap. Flow
% of AUM
-0.96%
Top 10 Holdings %
Top 10 Hldgs %
28.5%
Holding
491
New
28
Increased
146
Reduced
258
Closed
32
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$3.19M |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
$3.08M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$3M |
| 4 |
FT Vest Fund of Buffer ETFs
BUFR
|
$2.93M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$2.81M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$4.73M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
$2.77M |
| 3 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$2.22M |
| 4 |
SAP
SAP
|
$1.9M |
| 5 |
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% |
