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
126
$2.39M 0.18%
8,963
-220
127
$2.38M 0.18%
28,901
-1,468
128
$2.36M 0.18%
57,027
-1,443
129
$2.35M 0.18%
10,607
+2,119
130
$2.34M 0.18%
14,109
-1,361
131
$2.34M 0.18%
38,832
-1,257
132
$2.3M 0.18%
18,893
-3,170
133
$2.26M 0.17%
8,387
+9
134
$2.21M 0.17%
44,529
-995
135
$2.15M 0.17%
27,218
-1,288
136
$2.11M 0.16%
8,154
-568
137
$2.06M 0.16%
12,263
-1,014
138
$2.05M 0.16%
4,116
-1,875
139
$2.03M 0.16%
3,338
+138
140
$2.02M 0.16%
13,471
-95
141
$2M 0.15%
45,708
-78
142
$2M 0.15%
78,694
-9,540
143
$1.98M 0.15%
21,175
-2,609
144
$1.97M 0.15%
35,533
-2,364
145
$1.95M 0.15%
11,644
-423
146
$1.94M 0.15%
33,498
-2,865
147
$1.94M 0.15%
32,487
+6,290
148
$1.92M 0.15%
15,730
-691
149
$1.89M 0.15%
4,413
-104
150
$1.87M 0.14%
18,996
-658
4 5
6
7 8