PAG
Powers Advisory Group Portfolio holdings
AUM
$284M
1-Year Est. Return
13.36%
This Fund
S&P 500
1 Year Est. Return
+13.36%
AUM
$284M
AUM Growth
+$18.1M
(+6.8%)
Holding
129
Top Buys
| 1 | +$2.2M | |
| 2 | +$1.81M | |
| 3 | +$1.57M | |
| 4 |
Fidelity High Dividend ETF
FDVV
|
+$1.43M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.31M |
Top Sells
| 1 | +$217K | |
| 2 | +$215K | |
| 3 | +$211K | |
| 4 |
IBM
IBM
|
+$206K |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$190K |
Sector Composition
| 1 | Consumer Staples | 5.04% |
| 2 | Technology | 4.43% |
| 3 | Healthcare | 2.64% |
| 4 | Industrials | 2.59% |
| 5 | Financials | 2.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Adobe
ADBE
$106B
| – | – |
-614
|
|
||
|
127
IBM
IBM
$309B
| – | – |
-697
|
|
||
128
iShares US Technology ETF
IYW
$25.9B
| – | – |
-1,057
|
|
||
129
UnitedHealth
UNH
$343B
| – | – |
-658
|
|