PP
Prosperity Planning Portfolio holdings
AUM
$347M
This Quarter Return
-4.2%
1 Year Return
+11.39%
3 Year Return
+31.27%
5 Year Return
–
10 Year Return
–
AUM
$204M
AUM Growth
+$204M
(+3.5%)
Cap. Flow
+$228K
Cap. Flow
% of AUM
0.11%
Top 10 Holdings %
Top 10 Hldgs %
56.35%
Holding
96
New
2
Increased
–
Reduced
–
Closed
2
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$671K |
| 2 |
McKesson
MCK
|
$46K |
Top Sells
| 1 |
Lowe's Companies
LOW
|
$255K |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$234K |
Sector Composition
| 1 | Real Estate | 1.66% |
| 2 | Technology | 1.19% |
| 3 | Financials | 0.78% |
| 4 | Consumer Staples | 0.52% |
| 5 | Healthcare | 0.28% |
