SPVM Market Analysis

Composition

Holdings as published by the issuer · refreshed weekly
Net assets$130.4M
Expense ratio0.39%
Dividend yield2.05%
InceptionJun 16, 2011

Top holdings (102 total)

#NameWeight
1
ALL
Allstate Corp
1.77%
2
GM
General Motors co
1.72%
3
PSX
Phillips 66
1.64%
4
UAL
United Airlines Holdings inc
1.64%
5
TRV
The Travelers Companies inc
1.58%
6
MPC
Marathon Petroleum Corp
1.52%
7
TGT
Target Corp
1.51%
8
SYF
Synchrony Financial
1.49%
9
EIX
Edison International
1.47%
10
VLO
Valero Energy Corp
1.43%
Page 1 of 11 · 102 total

Sector breakdown

#NameWeight
1
Financials
35.00%
2
Energy
13.20%
3
Utilities
12.70%
4
Industrials
9.80%
5
Healthcare
8.60%
6
Consumer Staples
6.20%
7
Consumer Discretionary
5.50%
8
Materials
3.90%
9
Communication Services
3.10%
10
Real Estate
2.00%
Page 1 of 2 · 11 total

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

News & Sentiment

27 articles · sorted by date
Page 1 of 2 · 27 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