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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
+0.38%
1 Year Est. Return
+64.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$25.9M
AUM Growth
Cap. Flow
+$26.7M
Cap. Flow %
103.38%
Top 10 Hldgs %
79.07%
Holding
37
New
37
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Healthcare 6.41%
2 Financials 2.92%
3 Communication Services 2.73%
4 Technology 2.12%
5 Energy 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPDN icon
1
Direxion Daily S&P 500 Bear 1X ETF
SPDN
$224M
$4.99M 19.3%
+279,118
New +$4.52M
SHY icon
2
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$3.74M 14.48%
+46,105
New +$3.79M
IVV icon
3
iShares Core S&P 500 ETF
IVV
$865B
$3.3M 12.75%
+9,193
New +$3.67M
VOO icon
4
Vanguard S&P 500 ETF
VOO
$964B
$1.65M 6.36%
+5,013
New +$1.83M
SDS icon
5
ProShares UltraShort S&P500
SDS
$428M
$1.51M 5.86%
+5,552
New +$1.26M
QQQ icon
6
Invesco QQQ Trust
QQQ
$441B
$1.26M 4.87%
+4,707
New +$1.42M
RWM icon
7
ProShares Short Russell2000
RWM
$133M
$1.22M 4.73%
+46,427
New +$1.12M
VTWO icon
8
Vanguard Russell 2000 ETF
VTWO
$17.2B
$1.16M 4.5%
+17,469
New +$1.29M
SH icon
9
ProShares Short S&P500
SH
$920M
$876K 3.39%
+12,670
New +$794K
XOP icon
10
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.53B
$731K 2.83%
+5,863
New +$774K
QID icon
11
ProShares UltraShort QQQ
QID
$298M
$679K 2.63%
+4,954
New +$551K
CKPT
12
DELISTED
Checkpoint Therapeutics
CKPT
$408K 1.58%
+39,238
New +$468K
DV icon
13
DoubleVerify
DV
$1.76B
$385K 1.49%
+14,066
New +$363K
BAX icon
14
Baxter International
BAX
$12.6B
$355K 1.37%
+6,591
New +$397K
BXSL icon
15
Blackstone Secured Lending
BXSL
$5.39B
$346K 1.34%
+15,213
New +$363K
SRPT icon
16
Sarepta Therapeutics
SRPT
$1.65B
$345K 1.34%
+3,123
New +$315K
FSK icon
17
FS KKR Capital
FSK
$3.04B
$345K 1.33%
+20,361
New +$425K
GOOG icon
18
Alphabet (Google) Class C
GOOG
$4.11T
$320K 1.24%
+3,331
New +$372K
ENPH icon
19
Enphase Energy
ENPH
$4.84B
$318K 1.23%
+1,146
New +$309K
IGV icon
20
iShares Expanded Tech-Software Sector ETF
IGV
$12.5B
$267K 1.03%
+5,345
New +$304K
PLAB icon
21
Photronics
PLAB
$1.66B
$229K 0.89%
+15,665
New +$308K
AM icon
22
Antero Midstream
AM
$10.2B
$206K 0.8%
+22,411
New +$221K
GNRC icon
23
Generac Holdings
GNRC
$11.5B
$205K 0.79%
+1,150
New +$264K
KMI icon
24
Kinder Morgan
KMI
$70.8B
$189K 0.73%
+11,376
New +$202K
BTAI icon
25
BioXcel Therapeutics
BTAI
$25M
$178K 0.69%
+940
New +$218K

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PVG Asset Management's Q3 2022 Portfolio in Review

Q3 2022 is the first quarter with a 13F filing on record for PVG Asset Management, which disclosed 37 positions worth $25.9M. Its ten largest holdings account for 79% of the portfolio.

Its largest position is Direxion Daily S&P 500 Bear 1X ETF: 279,118 shares worth $4.99M.

By sector, the portfolio is most concentrated in Healthcare at 6.4% of assets, followed by Financials and Communication Services.

  • PVG Asset Management's largest Q3 2022 buy was Direxion Daily S&P 500 Bear 1X ETF: 279,118 shares worth $4.99M.
  • PVG Asset Management's ten largest holdings make up 79% of its $25.9M portfolio in Q3 2022.
  • PVG Asset Management disclosed 37 positions in Q3 2022, its first 13F filing on record.

Based on PVG Asset Management's 13F filing for Q3 2022, filed 13 Oct 2022.