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
726
$8K ﹤0.01%
710
727
$8K ﹤0.01%
225
+94
728
$8K ﹤0.01%
171
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$8K ﹤0.01%
238
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301
732
$8K ﹤0.01%
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733
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734
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$6K ﹤0.01%
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$5K ﹤0.01%
100
750
$5K ﹤0.01%
+150