PAG
Powers Advisory Group Portfolio holdings
AUM
$227M
This Quarter Return
+6.43%
1 Year Return
+10.47%
3 Year Return
+35.76%
5 Year Return
–
10 Year Return
–
AUM
$142M
AUM Growth
–
Cap. Flow
+$142M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
49.17%
Holding
91
New
91
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$19.5M |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$9.04M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$7.5M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$5.95M |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
$5.52M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 10.98% |
| 2 | Technology | 6.69% |
| 3 | Healthcare | 3.81% |
| 4 | Industrials | 3.79% |
| 5 | Consumer Discretionary | 3.42% |
