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
$778M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
927
New
Increased
Reduced
Closed

Top Buys

1 +$53.2M
2 +$46.2M
3 +$34.8M
4
XOM icon
Exxon Mobil
XOM
+$28.4M
5
VEA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$11K ﹤0.01%
+800
652
$11K ﹤0.01%
+316
653
$11K ﹤0.01%
+413
654
$11K ﹤0.01%
+157
655
$11K ﹤0.01%
+664
656
$10K ﹤0.01%
+145
657
$10K ﹤0.01%
+333
658
$10K ﹤0.01%
+750
659
$10K ﹤0.01%
+431
660
$10K ﹤0.01%
+263
661
$10K ﹤0.01%
+160
662
$10K ﹤0.01%
+25
663
$10K ﹤0.01%
+183
664
$10K ﹤0.01%
+230
665
$10K ﹤0.01%
+129
666
$10K ﹤0.01%
+1,267
667
$10K ﹤0.01%
+880
668
$9K ﹤0.01%
+524
669
$9K ﹤0.01%
+83
670
$9K ﹤0.01%
+325
671
$9K ﹤0.01%
+345
672
$9K ﹤0.01%
+154
673
$9K ﹤0.01%
+1,020
674
$9K ﹤0.01%
+306
675
$9K ﹤0.01%
+525