PFG
Prosperity Financial Group Portfolio holdings
AUM
$235M
1-Year Return
23.07%
This Quarter Return
+10.66%
1 Year Return
+23.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$144M
AUM Growth
+$23M
(+19%)
Cap. Flow
+$11.1M
Cap. Flow
% of AUM
7.71%
Top 10 Holdings %
Top 10 Hldgs %
42.56%
Holding
139
New
23
Increased
58
Reduced
40
Closed
7
Top Buys
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$5.25M |
| 2 |
Palantir
PLTR
|
$759K |
| 3 |
Putnam Focused Large Cap Growth ETF
PGRO
|
$486K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$468K |
| 5 |
Avantis US Equity ETF
AVUS
|
$465K |
Top Sells
Sector Composition
| 1 | Technology | 18.25% |
| 2 | Consumer Discretionary | 4.88% |
| 3 | Healthcare | 4% |
| 4 | Financials | 3.39% |
| 5 | Communication Services | 3.08% |
