PP

Prosperity Planning Portfolio holdings

AUM $371M
1-Year Est. Return 10.12%
This Quarter Est. Return
1 Year Est. Return
+10.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$7.89M
2
+$5.29M
3
+$3.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.35M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.81M

Top Sells

1
+$20.1M
2
+$9.49M
3
+$5.79M
4
GNMA icon
iShares GNMA Bond ETF
GNMA
+$3.95M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$3.4M

Sector Composition

1 Communication Services 3.14%
2 Technology 1.42%
3 Real Estate 1.09%
4 Financials 0.78%
5 Healthcare 0.36%
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