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
51
$1.07M 0.53%
38,976
+6,310
52
$1.07M 0.53%
23,041
+5,973
53
$1.04M 0.52%
+11,479
54
$1.01M 0.5%
1,920
+12
55
$995K 0.5%
29,966
+11,477
56
$971K 0.48%
4,635
+27
57
$960K 0.48%
2,243
-38
58
$948K 0.47%
1,780
+21
59
$915K 0.46%
5,519
+722
60
$906K 0.45%
3,742
-146
61
$874K 0.44%
31,612
+6,422
62
$847K 0.42%
8,244
-104
63
$823K 0.41%
2,637
-47
64
$810K 0.4%
1,478
-5
65
$775K 0.39%
4,958
+74
66
$770K 0.38%
25,278
+1,486
67
$738K 0.37%
8,403
-389
68
$735K 0.37%
11,535
-15
69
$734K 0.37%
29,303
-1,571
70
$726K 0.36%
1,068
+11
71
$723K 0.36%
4,244
+59
72
$702K 0.35%
+15,751
73
$701K 0.35%
2,127
-22
74
$690K 0.34%
+10,843
75
$675K 0.34%
9,931
-3,665
1 2
3
4 5