EA
Edge Advisors Portfolio holdings
AUM
$1.12B
1-Year Est. Return
9.47%
This Fund
S&P 500
1 Year Est. Return
+9.47%
AUM
$1.06B
AUM Growth
+$44.3M
(+4.4%)
Holding
1,036
Top Buys
| 1 | +$8.98M | |
| 2 | +$8.85M | |
| 3 | +$7.72M | |
| 4 |
Albemarle
ALB
|
+$7.16M |
| 5 |
STI
SunTrust Banks, Inc.
STI
|
+$6.67M |
Top Sells
| 1 | +$7.69M | |
| 2 | +$7.4M | |
| 3 | +$6.19M | |
| 4 |
JWN
Nordstrom
JWN
|
+$5.83M |
| 5 |
United Parcel Service
UPS
|
+$4.47M |
Sector Composition
| 1 | Energy | 11.1% |
| 2 | Technology | 8.08% |
| 3 | Financials | 7.61% |
| 4 | Consumer Staples | 7.61% |
| 5 | Healthcare | 6.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1001
Veeva Systems
VEEV
$28.9B
| – | – |
-59
|
|
||
1002
WPP
WPP
$3.82B
| – | – |
-214
|
|
||
1003
Xerox
XRX
$433M
| $0 | ﹤0.01% |
27
|
|
||
|
KSU
1004
DELISTED
Kansas City Southern
KSU
| $0 | ﹤0.01% |
3
|
|
||
|
IBKC
1005
DELISTED
IBERIABANK Corp
IBKC
| – | – |
0
|
|
||
|
CHK
1006
DELISTED
Chesapeake Energy Corporation
CHK
| $0 | ﹤0.01% |
1
|
|
||
|
AGN
1007
DELISTED
Allergan plc
AGN
| $0 | ﹤0.01% |
2
|
|
||
|
DF
1008
DELISTED
Dean Foods Company
DF
| $0 | ﹤0.01% |
10
|
|