PFG
Prosperity Financial Group Portfolio holdings
AUM
$273M
1-Year Est. Return
28.91%
1 Year Est. Return
+28.91%
AUM
$273M
AUM Growth
+$37.6M
(+16%)
Holding
182
Top Buys
| 1 | +$2.79M | |
| 2 | +$1.32M | |
| 3 | +$1.28M | |
| 4 |
JPMorgan Chase
JPM
|
+$979K |
| 5 |
Federated Hermes Short Duration High Yield ETF
FHYS
|
+$968K |
Top Sells
| 1 | +$1.09M | |
| 2 | +$624K | |
| 3 | +$584K | |
| 4 |
FT Vest Growth-100 Buffer ETF March
QMAR
|
+$437K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
HeartCore Enterprises
HTCR
$12.3M
| $12.1K | ﹤0.01% |
15,000
-6,500
|
|
||
|
CRDL
177
Cardiol Therapeutics
CRDL
$92.6M
| $5.35K | ﹤0.01% |
+5,000
|
|
||
178
Accenture
ACN
$158B
| – | – |
-2,089
|
|
||
179
First Trust Energy AlphaDEX Fund
FXN
$277M
| – | – |
-11,867
|
|
||
|
180
HubSpot
HUBS
$19.2B
| – | – |
-713
|
|
||
181
Lockheed Martin
LMT
$103B
| – | – |
-470
|
|
||
182
Waste Management
WM
$88B
| – | – |
-934
|
|