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
76
$667K 0.33%
1,313
+24
77
$667K 0.33%
17,397
-80
78
$663K 0.33%
1,179
-27
79
$662K 0.33%
1,784
+40
80
$652K 0.32%
3,898
-10
81
$650K 0.32%
2,392
-1,441
82
$648K 0.32%
42,595
-2,000
83
$622K 0.31%
2,158
+94
84
$619K 0.31%
777
-23
85
$604K 0.3%
2,431
+921
86
$604K 0.3%
+18,217
87
$596K 0.3%
1,204
+31
88
$596K 0.3%
6,485
+21
89
$579K 0.29%
2,794
+1
90
$573K 0.29%
5,061
+1,158
91
$544K 0.27%
37,880
+6,041
92
$516K 0.26%
+2,030
93
$516K 0.26%
5,158
-7
94
$512K 0.25%
15,280
+2,565
95
$508K 0.25%
1,083
+63
96
$502K 0.25%
4,305
-284
97
$494K 0.25%
851
-23
98
$439K 0.22%
2,542
+35
99
$424K 0.21%
31,750
-2,350
100
$419K 0.21%
14,136
-113
2 3
4
5 6