PFG
Prosperity Financial Group Portfolio holdings
AUM
$273M
1-Year Est. Return
28.91%
1 Year Est. Return
+28.91%
AUM
$235M
AUM Growth
+$34.3M
(+17%)
Holding
179
Top Buys
| 1 | +$3.39M | |
| 2 | +$2.04M | |
| 3 | +$1.37M | |
| 4 |
PGIM Short Duration High Yield ETF
PSH
|
+$1.02M |
| 5 |
NYLI FTSE International Equity Currency Neutral ETF
HFXI
|
+$945K |
Top Sells
| 1 | +$3.41M | |
| 2 | +$1.56M | |
| 3 | +$1.23M | |
| 4 |
NVIDIA
NVDA
|
+$472K |
| 5 |
Microsoft
MSFT
|
+$420K |
Sector Composition
| 1 | Technology | 22.01% |
| 2 | Consumer Discretionary | 5.21% |
| 3 | Financials | 3.94% |
| 4 | Communication Services | 3.51% |
| 5 | Industrials | 2.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
QuantumScape Corp
QS
$6.24B
| – | – |
-2,000
|
|
||
177
iShares 1-3 Year Treasury Bond ETF
SHY
$23.7B
| – | – |
-4,795
|
|
||
178
Workday
WDAY
$50.7B
| – | – |
-1,191
|
|
||
179
Zoetis
ZTS
$55.2B
| – | – |
-1,380
|
|