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
$878M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,091
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$7.06M
3
+$5.71M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.11M
5
NBL
Noble Energy, Inc.
NBL
+$4.09M

Top Sells

1
+$5.1M
2
+$2.37M
3
+$1.63M
4
MRK icon
Merck
MRK
+$1.61M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.3M

Sector Composition

1 Energy 12.36%
2 Consumer Staples 9.28%
3 Healthcare 7.68%
4 Financials 7.41%
5 Technology 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$2K ﹤0.01%
2
-23
852
$1K ﹤0.01%
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853
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10
-400
854
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131
855
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856
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857
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858
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863
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864
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31
-509
865
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12
866
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19
867
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40
868
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869
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35
870
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40
871
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12
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872
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8
873
$1K ﹤0.01%
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874
$1K ﹤0.01%
+36
875
$1K ﹤0.01%
10
33 34
35
36 37