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
76
$4.14M 0.32%
28,232
-823
77
$4.1M 0.32%
54,227
+22,424
78
$4.08M 0.32%
11,814
-1,239
79
$4.05M 0.31%
52,987
+9,619
80
$3.98M 0.31%
13,034
-373
81
$3.93M 0.3%
88,501
-27,596
82
$3.88M 0.3%
44,141
-1,644
83
$3.83M 0.3%
87,714
+23,914
84
$3.79M 0.29%
40,859
+144
85
$3.78M 0.29%
45,072
+5,165
86
$3.59M 0.28%
71,119
-7,349
87
$3.46M 0.27%
31,721
-1,442
88
$3.44M 0.27%
146,716
-7,821
89
$3.44M 0.27%
7,379
-409
90
$3.43M 0.27%
6,264
-186
91
$3.39M 0.26%
21,338
+35
92
$3.34M 0.26%
189,624
+29,608
93
$3.33M 0.26%
54,007
-1,803
94
$3.27M 0.25%
14,138
-190
95
$3.27M 0.25%
76,854
-5,465
96
$3.22M 0.25%
40,889
+6,124
97
$3.22M 0.25%
111,459
+11,396
98
$3.19M 0.25%
+4
99
$3.11M 0.24%
29,505
-12,566
100
$3.1M 0.24%
53,913
+5,334
2 3
4
5 6