PP
Prosperity Planning Portfolio holdings
AUM
$347M
This Quarter Return
+11.85%
1 Year Return
+11.39%
3 Year Return
+31.27%
5 Year Return
–
10 Year Return
–
AUM
$118M
AUM Growth
–
Cap. Flow
+$78M
Cap. Flow
% of AUM
66.09%
Top 10 Holdings %
Top 10 Hldgs %
51.96%
Holding
73
New
57
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
$8.46M |
| 2 |
Vanguard Growth ETF
VUG
|
$6.04M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$5.44M |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
$4.63M |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
$4.36M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Real Estate | 1.02% |
| 2 | Financials | 0.89% |
| 3 | Healthcare | 0.37% |
| 4 | Technology | 0.31% |
| 5 | Consumer Staples | 0.29% |
