DIVZ
Polen Dividend Income ETF
1W: -0.9%
1M: -4.2%
3M: -3.5%
YTD: +0.6%
1Y: +1.3%
3Y: +47.5%
5Y: +50.4%
$36.66
+0.27 (+0.74%)
Weekly Expected Move ±1.0%
$36
$36
$37
$37
$37
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$255M
Holdings28
Top 10 Wt49.3%
Volume15,544
Avg Volume32,458
Beta0.45
Portfolio Fundamentals
P/E23.7
P/B6.2
Div Yield3.33%
ROE28.8%
% Profitable90%
Inception2021-01-28
Sector Allocation
Technology
17.8%
Energy
16.4%
Healthcare
16.4%
Utilities
11.9%
Consumer Defensive
10.6%
Communication Services
9.0%
+3 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Philip Morris International Inc | PM | 6.33% | $18.8M | 96,825 |
| 2 | VERIZON COMMUNICATIONS INC | VZ | 5.78% | $17.1M | 372,713 |
| 3 | MPLX LP | MPLX | 5.78% | $17.2M | 300,727 |
| 4 | UnitedHealth Group Inc | UNH | 5.49% | $16.3M | 43,414 |
| 5 | Johnson & Johnson | JNJ | 4.95% | $14.7M | 54,931 |
| 6 | Chevron Corp | CVX | 4.80% | $14.3M | 69,724 |
| 7 | Altria Group Inc | MO | 4.30% | $12.8M | 185,566 |
| 8 | NextEra Energy Inc | NEE | 4.16% | $12.3M | 162,443 |
| 9 | Microsoft Corp | MSFT | 4.00% | $11.9M | 23,298 |
| 10 | AbbVie Inc | ABBV | 3.72% | $11.0M | 41,879 |