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
$2.07B
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$12M
3
+$9.79M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.46M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$5.17M

Top Sells

1
+$14.7M
2
+$7.2M
3
+$6.76M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.76M
5
MDT icon
Medtronic
MDT
+$3.55M

Sector Composition

1 Technology 7.78%
2 Financials 7.33%
3 Energy 5.38%
4 Industrials 4.58%
5 Healthcare 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$331K 0.02%
24,214
252
$331K 0.02%
744
+44
253
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2,238
-4
254
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255
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256
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257
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258
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314
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264
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265
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266
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267
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271
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509
272
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642
273
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11,534
274
$271K 0.01%
1,538
275
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3,441
-45,065
9 10
11
12 13