PAG
Powers Advisory Group Portfolio holdings
AUM
$266M
1-Year Est. Return
12.1%
This Fund
S&P 500
1 Year Est. Return
+12.1%
AUM
$266M
AUM Growth
+$14.4M
(+5.7%)
Holding
129
Top Buys
| 1 | +$1.77M | |
| 2 | +$1.18M | |
| 3 | +$1.06M | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$988K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$777K |
Top Sells
| 1 | +$431K | |
| 2 | +$422K | |
| 3 | +$238K | |
| 4 |
iShares Bitcoin Trust
IBIT
|
+$232K |
| 5 |
General Mills
GIS
|
+$66.9K |
Sector Composition
| 1 | Technology | 5.51% |
| 2 | Consumer Staples | 5.13% |
| 3 | Healthcare | 2.91% |
| 4 | Financials | 2.62% |
| 5 | Industrials | 2.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Berkshire Hathaway Class B
BRK.B
$1.04T
| $206K | 0.08% |
410
-77
|
|
||
|
127
iShares Bitcoin Trust
IBIT
$52.6B
| – | – |
-3,564
|
|
||
|
K
128
DELISTED
Kellanova
K
| – | – |
-5,148
|
|
||
129
iShares Preferred and Income Securities ETF
PFF
$14.1B
| – | – |
-7,541
|
|