DIVY Market Analysis

Composition

Holdings as published by the issuer · refreshed weekly
Net assets$27.6M
Expense ratio0.45%
Dividend yield3.66%
InceptionDec 30, 2020

Top holdings (38 total)

#NameWeight
1
ACN
Accenture plc Class a
4.65%
2
PRGO
Perrigo co plc
4.32%
3
OMC
Omnicom Group inc
4.19%
4
CRBG
Corebridge Financial inc
3.93%
5
T
At&t inc
3.92%
6
CFG
Citizens Financial Group inc
3.87%
7
ES
Eversource Energy
3.42%
8
CSCO
Cisco Systems inc
3.25%
9
PFG
Principal Financial Group inc
3.19%
10
Totalenergies se
3.17%
Page 1 of 4 · 38 total

Sector breakdown

#NameWeight
1
Financials
22.10%
2
Healthcare
10.20%
3
Information Technology
9.90%
4
Consumer Staples
8.90%
5
Communication Services
8.10%
6
Utilities
5.90%
7
Energy
5.70%
8
Materials
5.40%
9
Industrials
5.30%
10
Consumer Discretionary
3.40%
Page 1 of 2 · 11 total

Via 3rd party. Not a recommendation or advice by The Balanced Investor Club. See disclaimer.

News & Sentiment

23 articles · sorted by date
Page 1 of 2 · 23 total

Via 3rd party. Not a recommendation or advice by The Balanced Investor Club. See disclaimer.

We're educators, not advisors. We don't make buy or sell recommendations under any circumstance. All content is for educational purposes. Past performance doesn't guarantee future results. Your decisions are your own. Disclaimer