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
201
$1.17M 0.09%
8,804
-88
202
$1.17M 0.09%
4,287
-1,147
203
$1.17M 0.09%
15,719
-379
204
$1.16M 0.09%
11,319
-9
205
$1.14M 0.08%
16,457
+1,402
206
$1.14M 0.08%
7,786
+118
207
$1.12M 0.08%
12,154
+7,450
208
$1.11M 0.08%
9,479
+1,331
209
$1.11M 0.08%
20,651
-2,356
210
$1.1M 0.08%
14,583
+4,480
211
$1.09M 0.08%
3,945
212
$1.09M 0.08%
1,359
-762
213
$1.08M 0.08%
5,204
+1,787
214
$1.08M 0.08%
18,026
-1,018
215
$1.08M 0.08%
2,461
-112
216
$1.07M 0.08%
25,271
-1,568
217
$1.07M 0.08%
24,675
+13,656
218
$1.07M 0.08%
5,210
-215
219
$1.04M 0.08%
1,839
+6
220
$1.04M 0.08%
7,170
+14
221
$1.03M 0.08%
33,277
222
$1.03M 0.07%
11,395
+2,830
223
$1.02M 0.07%
3,828
+4
224
$1.02M 0.07%
14,769
-78
225
$1.01M 0.07%
5,204
+1,842
7 8
9
10 11