PFG
Prosperity Financial Group Portfolio holdings
AUM
$235M
This Quarter Return
+5.29%
1 Year Return
+23.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$158M
AUM Growth
+$158M
(-2.2%)
Cap. Flow
-$4.71M
Cap. Flow
% of AUM
-2.98%
Top 10 Holdings %
Top 10 Hldgs %
35.23%
Holding
157
New
11
Increased
78
Reduced
41
Closed
16
Top Buys
| 1 |
NVIDIA
NVDA
|
$5.48M |
| 2 |
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
|
$1.93M |
| 3 |
First Trust RBA American Industrial Renaissance ETF
AIRR
|
$1.54M |
| 4 |
Franklin Ultra Short Bond ETF
FLUD
|
$1.51M |
| 5 |
First Trust Indxx Aerospace & Defense ETF
MISL
|
$1.05M |
Top Sells
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$5.27M |
| 2 |
Avantis US Equity ETF
AVUS
|
$3.67M |
| 3 |
Grayscale Bitcoin Trust
GBTC
|
$2.89M |
| 4 |
Global X Robotics & Artificial Intelligence ETF
BOTZ
|
$1.87M |
| 5 |
Invesco QQQ Trust
QQQ
|
$1.45M |
Sector Composition
| 1 | Technology | 22.26% |
| 2 | Consumer Discretionary | 4.88% |
| 3 | Healthcare | 4.57% |
| 4 | Communication Services | 4.02% |
| 5 | Financials | 3.91% |
