PFG
Prosperity Financial Group Portfolio holdings
AUM
$235M
1-Year Return
23.07%
This Quarter Return
+5.55%
1 Year Return
+23.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$178M
AUM Growth
+$19.7M
(+12%)
Cap. Flow
+$12.4M
Cap. Flow
% of AUM
6.97%
Top 10 Holdings %
Top 10 Hldgs %
34.01%
Holding
160
New
19
Increased
70
Reduced
50
Closed
8
Top Buys
| 1 |
Zacks Small/Mid Cap ETF
SMIZ
|
$3.31M |
| 2 |
First Trust RBA American Industrial Renaissance ETF
AIRR
|
$2.25M |
| 3 |
Alger Mid Cap 40 ETF
FRTY
|
$2.24M |
| 4 |
First Trust Indxx Aerospace & Defense ETF
MISL
|
$2.09M |
| 5 |
NVIDIA
NVDA
|
$2.08M |
Top Sells
Sector Composition
| 1 | Technology | 22.26% |
| 2 | Consumer Discretionary | 4.61% |
| 3 | Healthcare | 4.16% |
| 4 | Communication Services | 3.76% |
| 5 | Financials | 3.66% |
