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
$838M
AUM Growth
-$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$11.3M
3
+$11.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.73M

Top Sells

1
+$31.4M
2
+$11M
3
+$8.16M
4
OKE icon
Oneok
OKE
+$7.8M
5
VZ icon
Verizon
VZ
+$7.78M

Sector Composition

1 Healthcare 8.21%
2 Technology 8.06%
3 Consumer Staples 4.91%
4 Financials 4.34%
5 Energy 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
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