PCG

Prosperity Consulting Group Portfolio holdings

AUM $2.25B
1-Year Est. Return 15.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.9%
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
+$3.14M
2
+$3.02M
3
+$2.99M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.96M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.92M

Top Sells

1
+$4.68M
2
+$2.8M
3
+$2.45M
4
SAP icon
SAP
SAP
+$1.93M
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
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477
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480
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485
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486
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487
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488
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489
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-28,645
490
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-1,043
491
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-13,628
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