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
76
$314K 0.24%
+7,663
77
$313K 0.23%
+1,104
78
$307K 0.23%
+3,586
79
$303K 0.23%
+1,932
80
$298K 0.22%
+1,453
81
$297K 0.22%
+5,991
82
$293K 0.22%
+1,388
83
$291K 0.22%
+1,387
84
$278K 0.21%
+3,386
85
$274K 0.21%
+1,259
86
$261K 0.2%
+1,881
87
$261K 0.2%
+1,755
88
$260K 0.2%
+5,535
89
$250K 0.19%
+3,260
90
$247K 0.19%
+986
91
$230K 0.17%
+1,394
92
$214K 0.16%
+551
93
$212K 0.16%
+4,475
94
$204K 0.15%
+1,877
95
$204K 0.15%
+675
96
$133K 0.1%
+18,539
97
$15K 0.01%
+2,500
1 2 3
4