Provise Management Group, LLC

CIK Number: 0001305707

1.17B
Market Value
241
# of Holdings
30 months
Avg. Holding Period
36.52%
Win Rate
11.94%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 iShares Core Di...
61.91
+0.58% 1.24M +0.99% 75.96M 53.63 6.51%
2 Microsoft Corpo...
387.52
+1.04% 88.11K -3.6% 37.14M 136.89 3.18%
3 Alphabet Inc.
166.25
+2.20% 163.47K -2.83% 31.13M 94.69 2.67%
4
iShares Russell...
214.81
+1.41% 126.68K +0.69% 29.8M 171.01 2.55%
5 Berkshire Hatha...
525.43
+0.44% 65.06K -1.25% 29.49M 246.44 2.53%

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