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
$161M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$5.29M
3
+$3.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.32M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.8M

Top Sells

1
+$9.94M
2
+$6.06M
3
+$3.55M
4
USRT icon
iShares Core US REIT ETF
USRT
+$2.6M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.87M

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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