PP

Prosperity Planning Portfolio holdings

AUM $395M
1-Year Est. Return 13.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$875K
3
+$846K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$690K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$680K

Top Sells

1
+$283K
2
+$204K
3
+$148K
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$116K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$112K

Sector Composition

1 Technology 1.42%
2 Real Estate 1.04%
3 Financials 0.82%
4 Communication Services 0.8%
5 Healthcare 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
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