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
$178M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$2.25M
3
+$2.24M
4
MISL icon
First Trust Indxx Aerospace & Defense ETF
MISL
+$2.09M
5
NVDA icon
NVIDIA
NVDA
+$2.08M

Top Sells

1
+$2.03M
2
+$1.83M
3
+$1M
4
FLUD icon
Franklin Ultra Short Bond ETF
FLUD
+$970K
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$966K

Sector Composition

1 Technology 22.26%
2 Consumer Discretionary 4.61%
3 Healthcare 4.16%
4 Communication Services 3.76%
5 Financials 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$17.3K 0.01%
3,660
152
$12.4K 0.01%
+100
153
– –
-65,701
154
– –
-1,542
155
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-2,912
156
– –
-3,610
157
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-1,402
158
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-24,833
159
– –
-23,630
160
– –
-200
3 4 5 6
7