ECG

Edge Capital Group Portfolio holdings

AUM $2.24B
1-Year Est. Return 19.69%
This Quarter Est. Return
1 Year Est. Return
+19.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$921M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.69%
2 Energy 4.86%
3 Healthcare 4.83%
4 Consumer Staples 4.68%
5 Financials 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$140K 0.02%
+10,500
227
$138K 0.02%
+11,637
228
$127K 0.01%
+2,899
229
$119K 0.01%
+50,000
230
$8K ﹤0.01%
+1,000