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
51
$5.88M 0.45%
10,196
+607
52
$5.77M 0.45%
71,532
+6,347
53
$5.53M 0.43%
26,407
-207
54
$5.51M 0.43%
20,532
-7,078
55
$5.51M 0.43%
11,748
-29
56
$5.4M 0.42%
10,623
-477
57
$5.24M 0.4%
66,882
+5,009
58
$5.15M 0.4%
39,265
+3,579
59
$5.05M 0.39%
20,660
-1,406
60
$4.92M 0.38%
604,050
+19,101
61
$4.91M 0.38%
13,605
-82
62
$4.88M 0.38%
112,325
+9,653
63
$4.73M 0.37%
14,022
-591
64
$4.69M 0.36%
30,527
-273
65
$4.66M 0.36%
102,739
-14,718
66
$4.6M 0.36%
18,850
-180
67
$4.56M 0.35%
27,488
-1,118
68
$4.56M 0.35%
117,414
-4,942
69
$4.27M 0.33%
79,043
+5,682
70
$4.26M 0.33%
14,780
+870
71
$4.25M 0.33%
20,695
-1,382
72
$4.25M 0.33%
24,940
-352
73
$4.23M 0.33%
47,141
-1,827
74
$4.18M 0.32%
91,580
+13,202
75
$4.16M 0.32%
20,832
-2,595
1 2
3
4 5