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
$162M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$3.36M
3
+$3.05M
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$2.89M
5
PGRO icon
Putnam Focused Large Cap Growth ETF
PGRO
+$2.62M

Top Sells

1
+$6.8M
2
+$5.55M
3
+$5.48M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$3.16M
5
SNSR icon
Global X Internet of Things ETF
SNSR
+$1.87M

Sector Composition

1 Technology 18.69%
2 Consumer Discretionary 4.83%
3 Healthcare 4.32%
4 Financials 3.8%
5 Communication Services 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-62,849
152
– –
-26,342
153
– –
-2,174
154
– –
-8,509
155
– –
-3,830
156
– –
-6,697
3 4 5 6
7