EA
Edge Advisors Portfolio holdings
AUM
$1.12B
1-Year Return
9.47%
This Quarter Return
+3.05%
1 Year Return
+9.47%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$778M
AUM Growth
–
Cap. Flow
+$778M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
30.94%
Holding
927
New
915
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$53.2M |
| 2 |
Coca-Cola
KO
|
$46.2M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$34.8M |
| 4 |
Exxon Mobil
XOM
|
$28.4M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$15.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 14.17% |
| 2 | Consumer Staples | 9.32% |
| 3 | Financials | 8.2% |
| 4 | Healthcare | 6.73% |
| 5 | Technology | 6.5% |
