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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
$1.16B
AUM Growth
-$24.5M
(-2.1%)
Holding
359
Top Buys
| 1 | +$14.4M | |
| 2 | +$4.19M | |
| 3 | +$3.38M | |
| 4 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$2.12M |
| 5 |
American Tower
AMT
|
+$2.05M |
Top Sells
| 1 | +$9.39M | |
| 2 | +$7.21M | |
| 3 | +$4.87M | |
| 4 |
SCHV
Schwab US Large-Cap Value ETF
SCHV
|
+$4.75M |
| 5 |
State Street Industrial Select Sector SPDR ETF
XLI
|
+$4.44M |
Sector Composition
| 1 | Financials | 12.81% |
| 2 | Technology | 8.95% |
| 3 | Healthcare | 8.25% |
| 4 | Communication Services | 6.44% |
| 5 | Consumer Discretionary | 5.55% |