PA
Prossimo Advisors Portfolio holdings
AUM
$15.5M
1-Year Est. Return
19.25%
This Fund
S&P 500
1 Year Est. Return
+19.25%
AUM
$13.6M
AUM Growth
-$111M
(-89%)
Holding
129
Top Buys
| 1 | +$247K | |
| 2 | +$192K | |
| 3 | +$102K | |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$28.6K |
| 5 |
Chubb
CB
|
+$4.13K |
Top Sells
| 1 | +$9.14M | |
| 2 | +$6.72M | |
| 3 | +$6.01M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$5.89M |
| 5 |
NVIDIA
NVDA
|
+$5.49M |
Sector Composition
| 1 | Technology | 28.56% |
| 2 | Financials | 11.98% |
| 3 | Energy | 10.45% |
| 4 | Consumer Discretionary | 8.97% |
| 5 | Communication Services | 8.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Vanguard Mid-Cap Growth ETF
VOT
$17.5B
| – | – |
-2,670
|
|
||
127
Vertex Pharmaceuticals
VRTX
$116B
| – | – |
-1,975
|
|
||
128
Verizon
VZ
$216B
| – | – |
-11,444
|
|
||
129
WEC Energy
WEC
$37.7B
| – | – |
-3,294
|
|