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
$191M
AUM Growth
-$4.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$1.71M
2 +$1.69M
3 +$1.53M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.51M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.49M

Sector Composition

1 Real Estate 1.61%
2 Technology 0.96%
3 Financials 0.63%
4 Consumer Staples 0.4%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
0
102
0
103
0
104
0