PCG

Prosperity Consulting Group Portfolio holdings

AUM $2.22B
1-Year Est. Return 17.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$1.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.46M
2 +$1.1M
3 +$1.09M
4
LUV icon
Southwest Airlines
LUV
+$885K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$614K

Top Sells

1 +$928K
2 +$773K
3 +$718K
4
TSN icon
Tyson Foods
TSN
+$609K
5
EIG icon
Employers Holdings
EIG
+$507K

Sector Composition

1 Technology 10.55%
2 Financials 10.53%
3 Consumer Discretionary 6.17%
4 Communication Services 5.97%
5 Consumer Staples 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-6,667