PFG

Prosperity Financial Group Portfolio holdings

AUM $277M
1-Year Est. Return 25.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.62M
3
+$1.31M
4
PSH icon
PGIM Short Duration High Yield ETF
PSH
+$1.01M
5
HFXI icon
NYLI FTSE International Equity Currency Neutral ETF
HFXI
+$906K

Top Sells

1
+$3.41M
2
+$1.38M
3
+$1.11M
4
MGM icon
MGM Resorts International
MGM
+$419K
5
AAPL icon
Apple
AAPL
+$406K

Sector Composition

1 Technology 22.01%
2 Consumer Discretionary 5.21%
3 Financials 3.94%
4 Communication Services 3.51%
5 Industrials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.58%
+55,000
52
$1.36M 0.58%
12,414
+935
53
$1.33M 0.56%
10,935
+208
54
$1.32M 0.56%
70,857
+1,923
55
$1.3M 0.55%
17,851
+1,445
56
$1.28M 0.55%
5,869
+14
57
$1.21M 0.52%
4,913
+1,171
58
$1.15M 0.49%
8,097
-147
59
$1.12M 0.48%
2,289
+46
60
$1.02M 0.44%
+20,224
61
$991K 0.42%
2,776
+384
62
$974K 0.41%
1,734
+256
63
$964K 0.41%
1,076
+8
64
$922K 0.39%
12,306
+2,375
65
$920K 0.39%
31,223
-389
66
$888K 0.38%
1,829
+49
67
$882K 0.38%
42,295
-300
68
$867K 0.37%
27,000
+1,722
69
$865K 0.37%
1,392
+213
70
$848K 0.36%
17,031
+1,280
71
$839K 0.36%
4,520
-115
72
$815K 0.35%
18,401
+184
73
$814K 0.35%
2,152
+122
74
$799K 0.34%
3,885
75
$798K 0.34%
2,056
-71
1 2
3
4 5