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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
$461M
AUM Growth
-$301K
(-0.07%)
Holding
331
Top Buys
| 1 | +$3.06M | |
| 2 | +$2.03M | |
| 3 | +$1.96M | |
| 4 |
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
|
+$1.95M |
| 5 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$1.94M |
Top Sells
| 1 | +$2.1M | |
| 2 | +$2.08M | |
| 3 | +$1.92M | |
| 4 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$1.88M |
| 5 |
State Street Materials Select Sector SPDR ETF
XLB
|
+$1.85M |
Sector Composition
| 1 | Consumer Staples | 8.57% |
| 2 | Healthcare | 8.46% |
| 3 | Energy | 8.14% |
| 4 | Financials | 6.13% |
| 5 | Industrials | 3.84% |