PFG
Prosperity Financial Group Portfolio holdings
AUM
$271M
1-Year Est. Return
30.27%
This Fund
S&P 500
1 Year Est. Return
+30.27%
AUM
$271M
AUM Growth
-$6.68M
(-2.4%)
Holding
201
Top Buys
| 1 | +$2.93M | |
| 2 | +$1.57M | |
| 3 | +$1.43M | |
| 4 |
CGIC
Capital Group International Core Equity ETF
CGIC
|
+$1.28M |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
+$1.25M |
Top Sells
| 1 | +$9.41M | |
| 2 | +$1.8M | |
| 3 | +$1.58M | |
| 4 |
First Trust NASDAQ Cybersecurity ETF
CIBR
|
+$1.53M |
| 5 |
QCOC
FT Vest Nasdaq-100 Conservative Buffer ETF - October
QCOC
|
+$1.52M |
Sector Composition
| 1 | Technology | 21.67% |
| 2 | Consumer Discretionary | 5.34% |
| 3 | Industrials | 4.01% |
| 4 | Communication Services | 3.92% |
| 5 | Financials | 3.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Arthur J. Gallagher & Co
AJG
$51.7B
| – | – |
-826
|
|