PFG

Prosperity Financial Group Portfolio holdings

AUM $273M
1-Year Est. Return 28.91%
This Quarter Est. Return
1 Year Est. Return
+28.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$3.01M
3
+$2.87M
4
PJFG icon
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
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.18M
5
FFOG icon
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
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