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
51
$609K 0.46%
+6,667
52
$606K 0.45%
+2,311
53
$584K 0.44%
+7,570
54
$540K 0.41%
+2,258
55
$519K 0.39%
+2,957
56
$514K 0.39%
+17,936
57
$507K 0.38%
+12,988
58
$497K 0.37%
+1,158
59
$479K 0.36%
+2,549
60
$451K 0.34%
+5,180
61
$451K 0.34%
+3,240
62
$438K 0.33%
+2,076
63
$436K 0.33%
+1,479
64
$415K 0.31%
+13,879
65
$405K 0.3%
+7,630
66
$404K 0.3%
+16,000
67
$384K 0.29%
+4,732
68
$379K 0.28%
+956
69
$377K 0.28%
+1,016
70
$367K 0.28%
+1,445
71
$366K 0.27%
+8,272
72
$351K 0.26%
+2,260
73
$350K 0.26%
+934
74
$346K 0.26%
+2,612
75
$325K 0.24%
+18,179
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