PFG

Prosperity Financial Group Portfolio holdings

AUM $235M
1-Year Est. Return 23.07%
This Quarter Est. Return
1 Year Est. Return
+23.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.8M
AUM Growth
+$6.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$2.22M
3
+$1.94M
4
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$1.64M
5
TRPA
Hartford AAA CLO ETF
TRPA
+$1.19M

Top Sells

1
+$4.94M
2
+$3.8M
3
+$1.62M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$1.42M
5
HCOM
Hartford Schroders Commodity Strategy ETF
HCOM
+$1.31M

Sector Composition

1 Technology 17.22%
2 Healthcare 5.59%
3 Consumer Discretionary 4.39%
4 Communication Services 3.33%
5 Financials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.46K 0.01%
+1,000
102
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-1,324
103
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-11,385
104
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-5,814
105
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-12,358
106
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-9,598
107
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-17,032
108
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-77,785
109
– –
-8,082
110
– –
-8,268
111
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-3,190
112
– –
-6,932
113
– –
0
1 2 3 4
5