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
676
$9K ﹤0.01%
+260
677
$9K ﹤0.01%
+3
678
$8K ﹤0.01%
+710
679
$8K ﹤0.01%
+168
680
$8K ﹤0.01%
+275
681
$8K ﹤0.01%
+176
682
$7K ﹤0.01%
+345
683
$7K ﹤0.01%
+171
684
$7K ﹤0.01%
+319
685
$7K ﹤0.01%
+400
686
$7K ﹤0.01%
+500
687
$7K ﹤0.01%
+115
688
$7K ﹤0.01%
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689
$7K ﹤0.01%
+117
690
$7K ﹤0.01%
+1,000
691
$6K ﹤0.01%
+60
692
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693
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+170
694
$6K ﹤0.01%
+424
695
$6K ﹤0.01%
+85
696
$6K ﹤0.01%
+142
697
$6K ﹤0.01%
+45
698
$6K ﹤0.01%
+63
699
$5K ﹤0.01%
+100
700
$5K ﹤0.01%
+148