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
$135M
AUM Growth
+$1.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.54M
2 +$1.15M
3 +$1.13M
4
LUV icon
Southwest Airlines
LUV
+$922K
5
V icon
Visa
V
+$618K

Top Sells

1 +$941K
2 +$784K
3 +$718K
4
TSN icon
Tyson Foods
TSN
+$609K
5
EIG icon
Employers Holdings
EIG
+$507K

Sector Composition

1 Technology 10.54%
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