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
$1.02B
AUM Growth
+$97.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1 +$9.39M
2 +$8.87M
3 +$7.83M
4
MO icon
Altria Group
MO
+$6.61M
5
RTX icon
RTX Corp
RTX
+$6.15M

Top Sells

1 +$5.48M
2 +$3.88M
3 +$2.87M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.65M
5
GSK icon
GSK
GSK
+$2.45M

Sector Composition

1 Energy 11.54%
2 Consumer Staples 9.05%
3 Financials 7.73%
4 Technology 7.44%
5 Healthcare 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$15K ﹤0.01%
266
677
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354
+11
678
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276
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+118
680
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104
681
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333
+50
682
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1,000
683
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270
684
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+687
685
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463
686
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771
687
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688
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338
689
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136
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183
691
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271
692
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+375
693
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545
694
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185
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550
696
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750
697
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300
698
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525
699
$12K ﹤0.01%
396
+240
700
$12K ﹤0.01%
494
-138