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
101
$3.04M 0.24%
59,024
+12,911
102
$3.02M 0.23%
8,746
-485
103
$3.01M 0.23%
175,920
-9,727
104
$2.84M 0.22%
75,713
+2,437
105
$2.83M 0.22%
25,297
-1,500
106
$2.83M 0.22%
19,193
-1,048
107
$2.82M 0.22%
39,434
-1,110
108
$2.77M 0.21%
46,700
+36
109
$2.77M 0.21%
36,458
-3,715
110
$2.74M 0.21%
5,383
-400
111
$2.73M 0.21%
45,794
-2,514
112
$2.66M 0.21%
32,512
-3,644
113
$2.65M 0.21%
8,992
-409
114
$2.61M 0.2%
16,253
-1,457
115
$2.56M 0.2%
34,276
+405
116
$2.55M 0.2%
19,338
-764
117
$2.55M 0.2%
39,126
+19
118
$2.54M 0.2%
30,589
-13
119
$2.53M 0.2%
60,646
-13,960
120
$2.5M 0.19%
13,896
-557
121
$2.43M 0.19%
16,685
-1,090
122
$2.41M 0.19%
85,289
+650
123
$2.41M 0.19%
16,945
-1,313
124
$2.4M 0.19%
12,754
-2,883
125
$2.39M 0.19%
39,887
+50
3 4
5
6 7