PFG
Prosperity Financial Group Portfolio holdings
AUM
$235M
This Quarter Return
+5.53%
1 Year Return
+23.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$92.7M
AUM Growth
–
Cap. Flow
+$92.7M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
53.32%
Holding
88
New
88
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 15.75% |
| 2 | Healthcare | 5.42% |
| 3 | Consumer Discretionary | 4.21% |
| 4 | Communication Services | 3.49% |
| 5 | Financials | 3.31% |
