PCG

Prosperity Consulting Group Portfolio holdings

AUM $2.22B
1-Year Est. Return 17.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37B
AUM Growth
+$76.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$5.15M
2
+$3.38M
3
+$2.83M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$2.01M
5
ACN icon
Accenture
ACN
+$1.83M

Top Sells

1
+$3.22M
2
+$2.82M
3
+$1.89M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.68M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.49M

Sector Composition

1 Technology 13.63%
2 Financials 7.97%
3 Healthcare 3.42%
4 Industrials 3.35%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.84M 0.13%
8,434
+1,656
152
$1.83M 0.13%
13,857
+386
153
$1.8M 0.13%
13,242
+336
154
$1.79M 0.13%
15,132
-598
155
$1.78M 0.13%
12,000
-263
156
$1.77M 0.13%
21,984
-32
157
$1.72M 0.13%
37,558
-1,779
158
$1.72M 0.13%
16,554
-363
159
$1.71M 0.13%
24,342
-194
160
$1.71M 0.12%
11,488
-390
161
$1.7M 0.12%
19,482
-518
162
$1.69M 0.12%
11,293
-740
163
$1.68M 0.12%
34,674
-859
164
$1.65M 0.12%
26,498
165
$1.63M 0.12%
24,953
+7,320
166
$1.55M 0.11%
18,263
+323
167
$1.54M 0.11%
4,078
-357
168
$1.54M 0.11%
37,474
-1,164
169
$1.53M 0.11%
10,692
-952
170
$1.51M 0.11%
14,597
-139
171
$1.5M 0.11%
18,019
-513
172
$1.49M 0.11%
13,867
+4
173
$1.45M 0.11%
3,586
-530
174
$1.45M 0.11%
6,802
+1,327
175
$1.45M 0.11%
33,825
+25,948
5 6
7
8 9