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
$200M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$1.66M
3
+$1.25M
4
DTCR icon
Global X Data Center & Digital Infrastructure ETF
DTCR
+$1.08M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.07M

Top Sells

1
+$1.77M
2
+$951K
3
+$845K
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$820K
5
PLTR icon
Palantir
PLTR
+$738K

Sector Composition

1 Technology 22.9%
2 Consumer Discretionary 5.61%
3 Communication Services 3.75%
4 Financials 3.6%
5 Healthcare 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$419K 0.21%
5,483
+901
102
$415K 0.21%
1,242
+218
103
$415K 0.21%
915
+313
104
$398K 0.2%
6,727
+43
105
$389K 0.19%
1,344
-45
106
$384K 0.19%
6,623
+918
107
$376K 0.19%
10,763
108
$364K 0.18%
+8,705
109
$364K 0.18%
10,199
+544
110
$356K 0.18%
964
+91
111
$347K 0.17%
274
+44
112
$341K 0.17%
813
+96
113
$333K 0.17%
+4,609
114
$332K 0.17%
1,510
+25
115
$319K 0.16%
3,728
-75
116
$315K 0.16%
1,482
117
$304K 0.15%
1,180
+123
118
$301K 0.15%
3,024
+62
119
$293K 0.15%
567
+93
120
$290K 0.14%
+3,177
121
$285K 0.14%
710
+22
122
$283K 0.14%
4,740
+13
123
$275K 0.14%
309
-11
124
$274K 0.14%
+2,484
125
$269K 0.13%
423
3 4
5
6 7