PFG
Prosperity Financial Group Portfolio holdings
AUM
$235M
1-Year Est. Return
23.07%
1 Year Est. Return
+23.07%
AUM
$201M
AUM Growth
+$1.07M
(+0.54%)
Holding
189
Top Buys
| 1 | +$4.61M | |
| 2 | +$3.01M | |
| 3 | +$2.87M | |
| 4 |
PGIM Jennison Focused Growth ETF
PJFG
|
+$2.79M |
| 5 |
GROZ
Zacks Focus Growth ETF
GROZ
|
+$2.57M |
Top Sells
| 1 | +$3.88M | |
| 2 | +$3.39M | |
| 3 | +$2.36M | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.18M |
| 5 |
Franklin Focused Growth ETF
FFOG
|
+$1.73M |
Sector Composition
| 1 | Technology | 20.65% |
| 2 | Consumer Discretionary | 5.34% |
| 3 | Financials | 3.94% |
| 4 | Communication Services | 3.37% |
| 5 | Healthcare | 2.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Lantheus
LNTH
$3.47B
| – | – |
-4,712
|
|
||
177
Lulu's Fashion Lounge
LVLU
$12M
| – | – |
-1,295
|
|
||
|
NCV
178
Virtus Convertible & Income Fund
NCV
$354M
| – | – |
-6,663
|
|
||
179
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.3B
| – | – |
-3,024
|
|
||
180
ClearShares Ultra-Short Maturity ETF
OPER
$120M
| – | – |
-2,201
|
|
||
181
iShares Short Treasury Bond ETF
SHV
$20.7B
| – | – |
-2,484
|
|
||
182
iShares Silver Trust
SLV
$23.6B
| – | – |
-9,972
|
|
||
183
Global X Internet of Things ETF
SNSR
$206M
| – | – |
-10,763
|
|
||
184
iShares Semiconductor ETF
SOXX
$16.1B
| – | – |
-6,352
|
|
||
185
Twilio
TWLO
$19.4B
| – | – |
-54
|
|
||
|
186
iShares Core S&P Mid-Cap ETF
IJH
$99.8B
| – | – |
-34,991
|
|
||
187
Comstock
LODE
$141M
| – | – |
-2,900
|
|
||
188
lululemon athletica
LULU
$19.7B
| – | – |
-581
|
|
||
189
Teladoc Health
TDOC
$1.34B
| – | – |
-800
|
|