PFG

Prosperity Financial Group Portfolio holdings

AUM $271M
1-Year Est. Return 30.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$273M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$1.4M
3
+$1.25M
4
FHYS icon
Federated Hermes Short Duration High Yield ETF
FHYS
+$967K
5
JPM icon
JPMorgan Chase
JPM
+$923K

Top Sells

1
+$965K
2
+$624K
3
+$569K
4
QMAR icon
FT Vest Growth-100 Buffer ETF March
QMAR
+$429K
5
HUBS icon
HubSpot
HUBS
+$397K

Sector Composition

1 Technology 22.58%
2 Consumer Discretionary 5.08%
3 Financials 3.96%
4 Communication Services 3.75%
5 Industrials 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.63M 0.6%
13,528
+1,114
52
$1.61M 0.59%
6,780
+5,552
53
$1.59M 0.58%
77,616
+6,759
54
$1.54M 0.56%
59,352
+4,352
55
$1.52M 0.56%
19,369
+1,518
56
$1.48M 0.54%
11,397
+462
57
$1.45M 0.53%
15,469
-219
58
$1.42M 0.52%
8,754
+657
59
$1.31M 0.48%
38,344
-3,951
60
$1.31M 0.48%
2,600
+771
61
$1.28M 0.47%
+35,324
62
$1.25M 0.46%
3,344
+568
63
$1.22M 0.45%
5,329
+416
64
$1.18M 0.43%
2,439
+150
65
$1.17M 0.43%
1,086
+10
66
$1.13M 0.41%
22,256
+2,032
67
$1.08M 0.4%
4,439
68
$1.07M 0.39%
5,298
-571
69
$1.06M 0.39%
2,220
+164
70
$1.05M 0.39%
4,540
+20
71
$1.02M 0.38%
47,886
+18,549
72
$1.02M 0.37%
1,789
+55
73
$1M 0.37%
1,315
-765
74
$992K 0.36%
13,389
+2,037
75
$986K 0.36%
2,380
+228
1 2
3
4 5