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
126
$278K 0.14%
1,191
+11
127
$273K 0.14%
572
+5
128
$268K 0.13%
2,254
+11
129
$266K 0.13%
7,561
-67,006
130
$249K 0.12%
783
131
$246K 0.12%
302
+18
132
$243K 0.12%
9,582
+800
133
$236K 0.12%
389
-34
134
$234K 0.12%
3,116
+102
135
$231K 0.12%
+1,896
136
$228K 0.11%
1,420
-6
137
$228K 0.11%
1,144
+1
138
$227K 0.11%
1,380
-8
139
$227K 0.11%
3,673
+178
140
$225K 0.11%
1,498
+46
141
$223K 0.11%
2,415
-243
142
$222K 0.11%
7,491
143
$222K 0.11%
3,694
144
$221K 0.11%
+2,023
145
$216K 0.11%
2,260
-50
146
$215K 0.11%
+928
147
$215K 0.11%
+9,797
148
$214K 0.11%
479
+33
149
$214K 0.11%
+6,244
150
$211K 0.11%
691
-15
4 5
6
7 8