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
$293M
AUM Growth
+$3.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Sector Composition

1 Real Estate 1.62%
2 Technology 0.97%
3 Financials 0.63%
4 Consumer Staples 0.18%
5 Healthcare 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$206K 0.07%
+8,584
102
$77.6K 0.03%
16,000
103
-7,882