PA
Prossimo Advisors Portfolio holdings
AUM
$125M
This Quarter Return
-2.86%
1 Year Return
+20.32%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$42.4M
AUM Growth
+$42.4M
(-59%)
Cap. Flow
-$59.4M
Cap. Flow
% of AUM
-140.12%
Top 10 Holdings %
Top 10 Hldgs %
49.1%
Holding
126
New
1
Increased
9
Reduced
30
Closed
70
Top Buys
| 1 |
Kenvue
KVUE
|
$275K |
| 2 |
American Tower
AMT
|
$173K |
| 3 |
NVIDIA
NVDA
|
$120K |
| 4 |
Exxon Mobil
XOM
|
$63.6K |
| 5 |
Vertex Pharmaceuticals
VRTX
|
$48.7K |
Top Sells
| 1 |
Apple
AAPL
|
$6.98M |
| 2 |
Microsoft
MSFT
|
$6.53M |
| 3 |
Amazon
AMZN
|
$2.9M |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
$1.99M |
| 5 |
Home Depot
HD
|
$1.82M |
Sector Composition
| 1 | Financials | 22.22% |
| 2 | Healthcare | 18.14% |
| 3 | Communication Services | 14.01% |
| 4 | Technology | 10.32% |
| 5 | Consumer Staples | 8.84% |
