PFG
Prosperity Financial Group Portfolio holdings
AUM
$235M
This Quarter Return
-5%
1 Year Return
+23.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$201M
AUM Growth
+$201M
(+0.54%)
Cap. Flow
+$12.7M
Cap. Flow
% of AUM
6.35%
Top 10 Holdings %
Top 10 Hldgs %
30.35%
Holding
189
New
22
Increased
78
Reduced
56
Closed
28
Top Buys
| 1 |
FT Vest Growth-100 Buffer ETF March
QMAR
|
$4.61M |
| 2 |
MFSG
MFS Active Growth ETF
MFSG
|
$3.01M |
| 3 |
PGIM Total Return Bond ETF
PTRB
|
$2.87M |
| 4 |
PGIM Jennison Focused Growth ETF
PJFG
|
$2.79M |
| 5 |
GROZ
Zacks Focus Growth ETF
GROZ
|
$2.57M |
Top Sells
Sector Composition
| 1 | Technology | 20.65% |
| 2 | Consumer Discretionary | 5.34% |
| 3 | Financials | 3.94% |
| 4 | Communication Services | 3.37% |
| 5 | Healthcare | 2.96% |
