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PMG
ProVise Management Group Portfolio holdings
AUM
$1.39B
1-Year Est. Return
18.33%
This Fund
S&P 500
1 Year Est. Return
+18.33%
AUM
$413M
AUM Growth
+$25.5M
(+6.6%)
Holding
326
Top Buys
| 1 | +$3.17M | |
| 2 | +$2.58M | |
| 3 | +$2.41M | |
| 4 |
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
|
+$2M |
| 5 |
State Street Materials Select Sector SPDR ETF
XLB
|
+$1.5M |
Top Sells
| 1 | +$2.4M | |
| 2 | +$2.09M | |
| 3 | +$1.79M | |
| 4 |
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
|
+$1.58M |
| 5 |
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
|
+$1.5M |
Sector Composition
| 1 | Healthcare | 9.01% |
| 2 | Energy | 8.65% |
| 3 | Consumer Staples | 7.68% |
| 4 | Financials | 5.39% |
| 5 | Industrials | 4.31% |