According to the ETF Finder at ETF Channel, BA and LLY collectively make up 4.79% of the Dynamic Large Cap Value Portfolio ETF (PWV) which is up by about 0.3% on the day Monday.

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In her model portfolio she shows overweight allocations to names like Old Mutual Large Cap (OLCVX), PowerShares Dynamic Large Cap Value (amex: PWV - news - people ) and Weitz Value (WVALX).

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Among the largest underlying components of PWV, in trading today Chubb Corp. ( NYSE: CB) is up about 0.2%, Fifth Third Bancorp ( NASD: FITB) is up about 0.8%, and Prudential Financial, Inc. ( NYSE: PRU) is higher by about 1.3%.

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