EA

Edge Advisors Portfolio holdings

AUM $1.12B
1-Year Est. Return 9.47%
This Quarter Est. Return
1 Year Est. Return
+9.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$920M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Buys

1 +$7.43M
2 +$7.19M
3 +$6.93M
4
OKE icon
Oneok
OKE
+$6.64M
5
NBL
Noble Energy, Inc.
NBL
+$5.35M

Top Sells

1 +$6.43M
2 +$5.64M
3 +$5.26M
4
RY icon
Royal Bank of Canada
RY
+$4.91M
5
AAPL icon
Apple
AAPL
+$4.85M

Sector Composition

1 Energy 12.65%
2 Consumer Staples 8.81%
3 Financials 7.96%
4 Healthcare 7.03%
5 Technology 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$30K ﹤0.01%
554
577
$30K ﹤0.01%
2,212
+443
578
$30K ﹤0.01%
+275
579
$30K ﹤0.01%
+864
580
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346
-300
581
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+175
582
$29K ﹤0.01%
647
583
$29K ﹤0.01%
763
584
$29K ﹤0.01%
1,060
585
$29K ﹤0.01%
+175
586
$29K ﹤0.01%
2,480
587
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490
588
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1,000
589
$28K ﹤0.01%
600
590
$28K ﹤0.01%
1,302
591
$28K ﹤0.01%
150
+133
592
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1,000
593
$27K ﹤0.01%
355
594
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325
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595
$26K ﹤0.01%
285
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596
$26K ﹤0.01%
525
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597
$26K ﹤0.01%
887
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598
$26K ﹤0.01%
369
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599
$25K ﹤0.01%
508
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600
$25K ﹤0.01%
900