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
$218M
AUM Growth
+$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$9.21M
2 +$5.86M
3 +$3.48M
4
MSFT icon
Microsoft
MSFT
+$3M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$2.52M

Sector Composition

1 Technology 11.9%
2 Financials 7.67%
3 Healthcare 5.41%
4 Consumer Staples 4.9%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-914
152
-10,281