DIVZ
Polen Dividend Income ETF
1W: +2.6%
1M: +3.9%
3M: +6.6%
YTD: +8.1%
1Y: +11.1%
3Y: +50.5%
5Y: +63.4%
$39.40
+0.34 (+0.87%)
Pre-Market: $44.56 (+5.16, +13.10%)
Weekly Expected Move ±1.8%
$38
$38
$39
$40
$41
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$269M
Holdings29
Top 10 Wt53.1%
Volume21,632
Avg Volume36,550
Beta0.45
Portfolio Fundamentals
P/E24.7
P/B4.6
Div Yield3.50%
ROE19.1%
% Profitable94%
Inception2021-01-28
Sector Allocation
Healthcare
19.2%
Consumer Defensive
19.1%
Energy
14.8%
Utilities
13.0%
Industrials
10.6%
Financial Services
9.1%
+4 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Philip Morris International Inc | PM | 5.92% | $17.9M | 92,745 |
| 2 | UnitedHealth Group Inc | UNH | 5.78% | $17.5M | 41,578 |
| 3 | MPLX LP | MPLX | 5.59% | $16.9M | 288,079 |
| 4 | VERIZON COMMUNICATIONS INC | VZ | 5.47% | $16.6M | 357,039 |
| 5 | Johnson & Johnson | JNJ | 4.79% | $14.5M | 54,992 |
| 6 | United Parcel Service Inc | UPS | 4.72% | $14.3M | 124,408 |
| 7 | NextEra Energy Inc | NEE | 4.62% | $14.0M | 155,609 |
| 8 | Chevron Corp | CVX | 4.50% | $13.6M | 69,921 |
| 9 | British American Tobacco PLC | BTI | 3.65% | $11.0M | 180,911 |
| 10 | Home Depot Inc/The | HD | 3.48% | $10.5M | 31,616 |