EA

Edge Advisors Portfolio holdings

AUM $1.12B
1-Year Est. Return 9.47%
This Fund
S&P 500
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
+$9.17M
2
+$8.71M
3
+$7.62M
4
MO icon
Altria Group
MO
+$6.2M
5
RTX icon
RTX Corp
RTX
+$5.82M

Top Sells

1
+$5.14M
2
+$3.15M
3
+$2.82M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.65M
5
GSK icon
GSK
GSK
+$2.63M

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
801
$3K ﹤0.01%
50
802
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803
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159
804
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805
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23
806
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807
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136
808
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64
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809
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810
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811
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25
-1
812
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+97
813
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814
$2K ﹤0.01%
+100
815
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55
816
$2K ﹤0.01%
126
+5
817
$2K ﹤0.01%
22
818
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22
819
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68
820
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39
-1
821
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50
822
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62
823
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40
824
$2K ﹤0.01%
81
+5
825
$2K ﹤0.01%
36
31 32
33
34 35