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PAM

PVG Asset Management Portfolio holdings

AUM $173M
1-Year Est. Return 64.51%
This Fund
S&P 500
This Quarter Est. Return
-5.6%
1 Year Est. Return
+64.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$420M
AUM Growth
Cap. Flow
+$438M
Cap. Flow %
104.14%
Top 10 Hldgs %
53.2%
Holding
78
New
73
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 17.89%
2 Real Estate 8.79%
3 Consumer Discretionary 5.67%
4 Communication Services 4.55%
5 Technology 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SH icon
1
ProShares Short S&P500
SH
$917M
$74.3M 17.68%
+426,451
New +$76.7M
QID icon
2
ProShares UltraShort QQQ
QID
$295M
$23.1M 5.5%
+7,323
New +$24.6M
PCEF icon
3
Invesco CEF Income Composite ETF
PCEF
$790M
$19.8M 4.71%
+838,042
New +$20.2M
PFX icon
4
PhenixFIN
PFX
$83.1M
$19.5M 4.65%
+105,789
New +$23M
DIA icon
5
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.3B
$16.8M 4.01%
+94,630
New +$16.4M
TBT icon
6
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$296M
$16.8M 4.01%
+362,819
New +$18.5M
VZ icon
7
Verizon
VZ
$201B
$14.3M 3.41%
+306,533
New +$15M
OCSL icon
8
Oaktree Specialty Lending
OCSL
$1.06B
$13.5M 3.21%
+561,296
New +$14.5M
GE icon
9
GE Aerospace
GE
$368B
$13.1M 3.11%
+107,935
New +$13.3M
DWX icon
10
State Street SPDR S&P International Dividend ETF
DWX
$530M
$12.2M 2.91%
+290,900
New +$12.9M
PSEC icon
11
Prospect Capital
PSEC
$1.11B
$11.4M 2.72%
+1,385,659
New +$12.8M
PNNT
12
Pennant Park Investment Corp
PNNT
$223M
$10.8M 2.57%
+1,135,389
New +$11.9M
DHC
13
Diversified Healthcare Trust
DHC
$2.2B
$9.9M 2.36%
+451,867
New +$9.9M
OXSQ icon
14
Oxford Square Capital
OXSQ
$150M
$9.75M 2.32%
+1,295,250
New +$10.9M
ERIC icon
15
Ericsson
ERIC
$32.6B
$7.88M 1.88%
+651,371
New +$7.85M
CYS
16
DELISTED
CYS Investments Inc.
CYS
$7.61M 1.81%
+872,494
New +$7.81M
IRT icon
17
Independence Realty Trust
IRT
$3.96B
$7.59M 1.81%
+815,760
New +$7.76M
BKCC
18
DELISTED
BlackRock Capital Investment Corporation
BKCC
$7.45M 1.77%
+908,281
New +$7.82M
MTGE
19
DELISTED
MTGE Investment Corp. Common Stock
MTGE
$5.95M 1.42%
+315,894
New +$6.2M
JPM icon
20
JPMorgan Chase
JPM
$926B
$5.35M 1.27%
+85,562
New +$5.15M
OCSI
21
DELISTED
Oaktree Strategic Income Corporation
OCSI
$5.27M 1.25%
+515,650
New +$5.58M
MDLY
22
DELISTED
Medley Management Inc
MDLY
$5.26M 1.25%
+35,798
New +$5.68M
AEO icon
23
American Eagle Outfitters
AEO
$2.94B
$5.23M 1.24%
+376,505
New +$5.09M
CSCO icon
24
Cisco
CSCO
$451B
$5.2M 1.24%
+186,832
New +$4.82M
WSR
25
DELISTED
Whitestone REIT
WSR
$5.17M 1.23%
+342,353
New +$5.04M

Similar funds

PVG Asset Management's Q4 2014 Portfolio in Review

Q4 2014 is the first quarter with a 13F filing on record for PVG Asset Management, which disclosed 78 positions worth $420M. Its ten largest holdings account for 53% of the portfolio.

Its largest position is ProShares Short S&P500: 426,451 shares worth $74.3M.

By sector, the portfolio is most concentrated in Financials at 18% of assets, followed by Real Estate and Consumer Discretionary.

  • PVG Asset Management's largest Q4 2014 buy was ProShares Short S&P500: 426,451 shares worth $74.3M.
  • PVG Asset Management's ten largest holdings make up 53% of its $420M portfolio in Q4 2014.
  • PVG Asset Management disclosed 78 positions in Q4 2014, its first 13F filing on record.

Based on PVG Asset Management's 13F filing for Q4 2014, filed 13 Feb 2015.