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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
+5.27%
1 Year Est. Return
+64.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$31.5M
AUM Growth
Cap. Flow
+$30.9M
Cap. Flow %
98.1%
Top 10 Hldgs %
70.83%
Holding
49
New
49
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Healthcare 6.91%
2 Technology 5.24%
3 Communication Services 3.11%
4 Energy 1.93%
5 Consumer Discretionary 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$865B
$5.04M 15.99%
+12,665
New +$4.9M
VOO icon
2
Vanguard S&P 500 ETF
VOO
$964B
$3.52M 11.17%
+9,662
New +$3.43M
SPY icon
3
State Street SPDR S&P 500 ETF Trust
SPY
$777B
$3.1M 9.83%
+7,814
New +$3.01M
SH icon
4
ProShares Short S&P500
SH
$921M
$2.08M 6.59%
+30,990
New +$2.15M
RWM icon
5
ProShares Short Russell2000
RWM
$133M
$1.83M 5.81%
+83,120
New +$1.88M
IWM icon
6
iShares Russell 2000 ETF
IWM
$79.7B
$1.75M 5.57%
+7,943
New +$1.73M
IWD icon
7
iShares Russell 1000 Value ETF
IWD
$81.7B
$1.48M 4.7%
+9,772
New +$1.41M
RSP icon
8
Invesco S&P 500 Equal Weight ETF
RSP
$97.6B
$1.42M 4.5%
+10,004
New +$1.35M
IYC icon
9
iShares US Consumer Discretionary ETF
IYC
$1.16B
$1.18M 3.73%
+15,722
New +$1.14M
XLB icon
10
State Street Materials Select Sector SPDR ETF
XLB
$8.72B
$926K 2.94%
+23,508
New +$887K
SLX icon
11
VanEck Steel ETF
SLX
$167M
$677K 2.15%
+12,131
New +$602K
MRK icon
12
Merck
MRK
$321B
$662K 2.1%
+8,993
New +$663K
KMI icon
13
Kinder Morgan
KMI
$70.4B
$609K 1.93%
+36,596
New +$559K
T icon
14
AT&T
T
$164B
$537K 1.7%
+23,472
New +$519K
GLD icon
15
SPDR Gold Trust
GLD
$133B
$456K 1.45%
+2,850
New +$479K
AMAT icon
16
Applied Materials
AMAT
$362B
$411K 1.3%
+3,077
New +$339K
ENSG icon
17
The Ensign Group
ENSG
$10.6B
$405K 1.28%
+4,314
New +$369K
NXPI icon
18
NXP Semiconductors
NXPI
$63B
$386K 1.23%
+1,919
New +$350K
DBX icon
19
Dropbox
DBX
$7.76B
$381K 1.21%
+14,299
New +$344K
PRIF.PRG
20
DELISTED
Priority Income Fund, Inc. 6.25% Series G Preferred Stock Due 2026
PRIF.PRG
$373K 1.18%
+15,000
New +$371K
DWTX
21
Dogwood Therapeutics
DWTX
$51.8M
$316K 1%
+2,206
New +$384K
BWSN
22
DELISTED
Babcock & Wilcox Enterprises 8.125% Senior Notes due 2026
BWSN
$275K 0.87%
+10,400
New +$266K
SDS icon
23
ProShares UltraShort S&P500
SDS
$428M
$269K 0.85%
+1,000
New +$289K
RXT icon
24
Rackspace Technology
RXT
$978M
$256K 0.81%
+10,771
New +$232K
HCDI
25
DELISTED
Harbor Custom Development, Inc. Common Stock
HCDI
$255K 0.81%
+4,020
New +$272K

Similar funds

PVG Asset Management's Q1 2021 Portfolio in Review

Q1 2021 is the first quarter with a 13F filing on record for PVG Asset Management, which disclosed 49 positions worth $31.5M. Its ten largest holdings account for 71% of the portfolio.

Its largest position is iShares Core S&P 500 ETF: 12,665 shares worth $5.04M.

By sector, the portfolio is most concentrated in Healthcare at 6.9% of assets, followed by Technology and Communication Services.

  • PVG Asset Management's largest Q1 2021 buy was iShares Core S&P 500 ETF: 12,665 shares worth $5.04M.
  • PVG Asset Management's ten largest holdings make up 71% of its $31.5M portfolio in Q1 2021.
  • PVG Asset Management disclosed 49 positions in Q1 2021, its first 13F filing on record.

Based on PVG Asset Management's 13F filing for Q1 2021, filed 14 May 2021.