PFG

Prosperity Financial Group Portfolio holdings

AUM $271M
1-Year Est. Return 30.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$273M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$1.4M
3
+$1.25M
4
FHYS icon
Federated Hermes Short Duration High Yield ETF
FHYS
+$967K
5
JPM icon
JPMorgan Chase
JPM
+$923K

Top Sells

1
+$965K
2
+$624K
3
+$569K
4
QMAR icon
FT Vest Growth-100 Buffer ETF March
QMAR
+$429K
5
HUBS icon
HubSpot
HUBS
+$397K

Sector Composition

1 Technology 22.58%
2 Consumer Discretionary 5.08%
3 Financials 3.96%
4 Communication Services 3.75%
5 Industrials 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$234K 0.09%
2,071
+13
152
$232K 0.09%
+546
153
$231K 0.08%
+2,865
154
$230K 0.08%
4,612
+6
155
$221K 0.08%
+6,298
156
$220K 0.08%
3,000
+183
157
$217K 0.08%
9,426
-85
158
$217K 0.08%
2,958
+1
159
$216K 0.08%
+1,536
160
$214K 0.08%
+730
161
$211K 0.08%
+780
162
$211K 0.08%
+4,160
163
$211K 0.08%
+2,023
164
$211K 0.08%
1,843
+216
165
$207K 0.08%
8,124
-1,527
166
$204K 0.07%
415
-18
167
$203K 0.07%
+665
168
$187K 0.07%
10,900
+350
169
$186K 0.07%
24,400
-1,100
170
$178K 0.07%
12,295
171
$101K 0.04%
+566
172
$38.3K 0.01%
+4,960
173
$32.7K 0.01%
+97
174
$29.8K 0.01%
18,500
+2,000
175
$15.4K 0.01%
+7,550
4 5 6
7
8