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
101
$406K 0.2%
711
-1
102
$403K 0.2%
6,527
-200
103
$397K 0.2%
+4,795
104
$396K 0.2%
5,481
-2
105
$395K 0.2%
14,938
-146,524
106
$394K 0.2%
4,213
+485
107
$391K 0.19%
283
+9
108
$389K 0.19%
10,377
+178
109
$379K 0.19%
988
+27
110
$372K 0.19%
1,354
+10
111
$365K 0.18%
794
-19
112
$357K 0.18%
3,830
+740
113
$343K 0.17%
732
-228
114
$342K 0.17%
+16,117
115
$341K 0.17%
4,688
+79
116
$338K 0.17%
+9,288
117
$336K 0.17%
6,885
+2,577
118
$318K 0.16%
8,705
119
$317K 0.16%
1,182
-60
120
$312K 0.16%
+13,574
121
$308K 0.15%
6,098
-13,668
122
$298K 0.15%
4,163
+779
123
$296K 0.15%
1,472
-10
124
$295K 0.15%
1,924
+5
125
$291K 0.14%
2,194
-62
3 4
5
6 7