PA

Prossimo Advisors Portfolio holdings

AUM $125M
1-Year Est. Return 20.32%
This Quarter Est. Return
1 Year Est. Return
+20.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$43.3M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$3.86M
2 +$3.76M
3 +$2.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.18M
5
COST icon
Costco
COST
+$1.71M

Top Sells

No sells this quarter

Sector Composition

1 Financials 24.94%
2 Healthcare 17.47%
3 Communication Services 10.92%
4 Utilities 8.62%
5 Technology 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$273K 0.63%
+3,285
52
$273K 0.63%
+3,895
53
$217K 0.5%
+1,971