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
126
$268K 0.13%
284
+25
127
$263K 0.13%
9,972
+349
128
$262K 0.13%
16,057
+83
129
$262K 0.13%
783
130
$261K 0.13%
+2,609
131
$258K 0.13%
2,658
+61
132
$255K 0.13%
2,256
-157
133
$254K 0.13%
599
+86
134
$254K 0.13%
+1,102
135
$253K 0.13%
1,143
+1
136
$246K 0.12%
+2,310
137
$242K 0.12%
1,919
+2
138
$241K 0.12%
2,243
+301
139
$236K 0.12%
1,426
-2
140
$233K 0.12%
8,782
-517
141
$233K 0.12%
+1,381
142
$228K 0.11%
7,491
-1,475
143
$226K 0.11%
1,388
-2,557
144
$222K 0.11%
+581
145
$221K 0.11%
1,452
+8
146
$220K 0.11%
+2,201
147
$217K 0.11%
446
+100
148
$216K 0.11%
3,694
149
$214K 0.11%
3,495
+236
150
$211K 0.1%
3,384
+474
4 5
6
7 8