PP
Prosperity Planning Portfolio holdings
AUM
$371M
1-Year Est. Return
10.12%
1 Year Est. Return
+10.12%
AUM
$347M
AUM Growth
+$27.2M
(+8.5%)
Holding
107
Top Buys
| 1 | +$1.33M | |
| 2 | +$1.22M | |
| 3 | +$941K | |
| 4 |
Avantis US Large Cap Value ETF
AVLV
|
+$685K |
| 5 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
+$602K |
Top Sells
| 1 | +$40.3M | |
| 2 | +$14.6M | |
| 3 | +$10.7M | |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$5.52M |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$3.33M |
Sector Composition
| 1 | Real Estate | 2.16% |
| 2 | Technology | 0.84% |
| 3 | Financials | 0.56% |
| 4 | Healthcare | 0.24% |
| 5 | Consumer Staples | 0.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
BlackRock US Equity Factor Rotation ETF
DYNF
$25.9B
| $242K | 0.07% |
4,444
-18
|
|
||
102
Lowe's Companies
LOW
$137B
| $219K | 0.06% |
986
|
|
||
103
iShares Core MSCI EAFE ETF
IEFA
$157B
| $212K | 0.06% |
2,535
-219
|
|
||
104
iShares ESG Aware MSCI USA Growth ETF
EGUS
$22.7M
| – | – |
0
|
|
||
105
SPDR Portfolio TIPS ETF
SPIP
$988M
| $204K | 0.06% |
7,826
|
|
||
106
ImmuCell
ICCC
$54.8M
| $111K | 0.03% |
16,000
|
|
||
107
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.3B
| – | – |
0
|
|