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
$200M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$1.66M
3
+$1.25M
4
DTCR icon
Global X Data Center & Digital Infrastructure ETF
DTCR
+$1.08M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.07M

Top Sells

1
+$1.77M
2
+$951K
3
+$845K
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$820K
5
PLTR icon
Palantir
PLTR
+$738K

Sector Composition

1 Technology 22.9%
2 Consumer Discretionary 5.61%
3 Communication Services 3.75%
4 Financials 3.6%
5 Healthcare 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-4,882
177
– –
-14,437
178
– –
-3,466
179
– –
-3,200
180
– –
-12,737
4 5 6 7
8