PFG

Prosperity Financial Group Portfolio holdings

AUM $273M
1-Year Est. Return 28.91%
This Quarter Est. Return
1 Year Est. Return
+28.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$3.01M
3
+$2.87M
4
PJFG icon
PGIM Jennison Focused Growth ETF
PJFG
+$2.79M
5
GROZ
Zacks Focus Growth ETF
GROZ
+$2.57M

Top Sells

1
+$3.88M
2
+$3.39M
3
+$2.36M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.18M
5
FFOG icon
Franklin Focused Growth ETF
FFOG
+$1.73M

Sector Composition

1 Technology 20.65%
2 Consumer Discretionary 5.34%
3 Financials 3.94%
4 Communication Services 3.37%
5 Healthcare 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.57M 1.28%
+115,251
27
$2.4M 1.2%
+98,295
28
$2.32M 1.15%
31,457
+913
29
$2.1M 1.05%
45,079
+27,654
30
$2.08M 1.04%
3,615
+18
31
$1.91M 0.95%
5,461
+172
32
$1.9M 0.94%
11,330
+121
33
$1.87M 0.93%
49,591
+4,313
34
$1.68M 0.84%
2,034
35
$1.66M 0.83%
2,971
-103
36
$1.63M 0.81%
6,660
+468
37
$1.63M 0.81%
53,853
-50,181
38
$1.63M 0.81%
6,286
-17
39
$1.62M 0.8%
4,409
+213
40
$1.55M 0.77%
44,720
-11,493
41
$1.47M 0.73%
33,978
+7,138
42
$1.43M 0.71%
5,855
+98
43
$1.42M 0.71%
6,904
+40
44
$1.37M 0.68%
15,304
+3,077
45
$1.36M 0.68%
+18,715
46
$1.28M 0.64%
25,107
-887
47
$1.26M 0.63%
12,344
-8,692
48
$1.18M 0.59%
10,727
+3,045
49
$1.12M 0.56%
68,934
+3,440
50
$1.08M 0.54%
16,406
+587
1
2
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