DIVZ
Polen Dividend Income ETF
1W: +1.4%
1M: +3.8%
3M: -1.5%
YTD: +5.0%
1Y: +13.7%
3Y: +51.5%
5Y: +56.9%
$38.09
-0.16 (-0.42%)
Weekly Expected Move ±1.8%
$36
$37
$38
$38
$39
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$246M
Holdings28
Top 10 Wt49.1%
Volume17,837
Avg Volume24,280
Beta0.52
Portfolio Fundamentals
P/E22.2
P/B4.0
Div Yield3.69%
ROE18.6%
% Profitable93%
Inception2021-01-28
Sector Allocation
Consumer Defensive
20.4%
Energy
19.9%
Utilities
17.1%
Healthcare
15.8%
Financial Services
9.0%
Consumer Cyclical
6.1%
+3 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Philip Morris International Inc | PM | 6.03% | $14.9M | 77,985 |
| 2 | VERIZON COMMUNICATIONS INC | VZ | 5.67% | $14.0M | 300,336 |
| 3 | UnitedHealth Group Inc | UNH | 5.52% | $13.7M | 34,936 |
| 4 | MPLX LP | MPLX | 5.42% | $13.4M | 242,323 |
| 5 | NextEra Energy Inc | NEE | 4.71% | $11.7M | 130,886 |
| 6 | Chevron Corp | CVX | 4.66% | $11.5M | 58,851 |
| 7 | Johnson & Johnson | JNJ | 4.28% | $10.6M | 46,259 |
| 8 | CME Group Inc | CME | 4.27% | $10.6M | 34,647 |
| 9 | British American Tobacco PLC | BTI | 4.08% | $10.1M | 152,129 |
| 10 | United Parcel Service Inc | UPS | 4.03% | $10.0M | 104,605 |