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
176
$1.46M 0.11%
5,434
+130
177
$1.46M 0.11%
3,004
+85
178
$1.43M 0.11%
4,592
-1,290
179
$1.43M 0.11%
38,026
-59,150
180
$1.41M 0.11%
3,147
-8
181
$1.41M 0.11%
2,121
-129
182
$1.4M 0.11%
13,863
+86
183
$1.39M 0.11%
35,580
-1,934
184
$1.37M 0.11%
27,802
-1,741
185
$1.34M 0.1%
31,809
-1,026
186
$1.34M 0.1%
14,753
-340
187
$1.31M 0.1%
51,883
-6,691
188
$1.31M 0.1%
7,595
-631
189
$1.29M 0.1%
5,032
190
$1.29M 0.1%
27,088
-2,480
191
$1.29M 0.1%
6,088
+56
192
$1.29M 0.1%
15,649
-905
193
$1.27M 0.1%
17,940
+183
194
$1.27M 0.1%
4,630
-339
195
$1.19M 0.09%
8,892
-23
196
$1.18M 0.09%
22,139
-1,718
197
$1.18M 0.09%
12,805
+411
198
$1.17M 0.09%
11,328
-1,670
199
$1.16M 0.09%
28,404
-1,954
200
$1.15M 0.09%
23,007
-811
6 7
8
9 10