PAG

Powers Advisory Group Portfolio holdings

AUM $251M
1-Year Est. Return 8.59%
This Quarter Est. Return
1 Year Est. Return
+8.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
-$731K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$603K
2
+$485K
3
+$456K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$305K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$299K

Top Sells

1
+$293K
2
+$230K
3
+$217K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$192K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$57.7K

Sector Composition

1 Consumer Staples 7.46%
2 Technology 5.9%
3 Industrials 2.78%
4 Healthcare 2.63%
5 Financials 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$205K 0.1%
1,252
+18
102
$204K 0.1%
2,212
+125
103
$200K 0.1%
+1,040
104
– –
-3,448
1 2 3 4
5