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
151
$1.85M 0.14%
20,645
-1,269
152
$1.85M 0.14%
16,917
-497
153
$1.84M 0.14%
16,591
+6,973
154
$1.82M 0.14%
26,893
-580
155
$1.81M 0.14%
28,358
-1,501
156
$1.8M 0.14%
19,300
-910
157
$1.8M 0.14%
24,536
-1,053
158
$1.8M 0.14%
20,000
+257
159
$1.8M 0.14%
39,337
-3,199
160
$1.78M 0.14%
19,420
-6,023
161
$1.77M 0.14%
22,016
-735
162
$1.75M 0.14%
11,878
-300
163
$1.72M 0.13%
21,090
+5,855
164
$1.72M 0.13%
5,103
-933
165
$1.71M 0.13%
12,906
+459
166
$1.68M 0.13%
12,033
-543
167
$1.65M 0.13%
4,294
-2,096
168
$1.63M 0.13%
5,245
+47
169
$1.6M 0.12%
47,261
-1,031
170
$1.58M 0.12%
18,532
-231
171
$1.58M 0.12%
26,498
172
$1.53M 0.12%
14,736
-33
173
$1.51M 0.12%
38,638
-1,096
174
$1.49M 0.12%
15,650
-587
175
$1.47M 0.11%
8,524
-68
5 6
7
8 9