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
$319M
AUM Growth
+$7.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$1.35M
2 +$1.32M
3 +$867K
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$781K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$681K

Top Sells

1 +$37.9M
2 +$13.6M
3 +$10.3M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.49M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.13M

Sector Composition

1 Real Estate 2.05%
2 Technology 0.96%
3 Financials 0.67%
4 Consumer Staples 0.16%
5 Healthcare 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$209K 0.07%
2,900
102
$208K 0.07%
2,754
-262
103
$206K 0.06%
+7,826
104
$76.6K 0.02%
16,000
105
-42,933