PFG
Prosperity Financial Group Portfolio holdings
AUM
$235M
This Quarter Return
+8.17%
1 Year Return
+23.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$114M
AUM Growth
+$114M
(+15%)
Cap. Flow
+$8.24M
Cap. Flow
% of AUM
7.26%
Top 10 Holdings %
Top 10 Hldgs %
40.66%
Holding
137
New
35
Increased
52
Reduced
39
Closed
6
Top Buys
| 1 |
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
|
$2.18M |
| 2 |
Global X Internet of Things ETF
SNSR
|
$2.03M |
| 3 |
Apple
AAPL
|
$1.3M |
| 4 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$953K |
| 5 |
SPDR Gold Trust
GLD
|
$601K |
Top Sells
Sector Composition
| 1 | Technology | 20.27% |
| 2 | Healthcare | 5.23% |
| 3 | Consumer Discretionary | 4.88% |
| 4 | Financials | 3.62% |
| 5 | Communication Services | 3.2% |
