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ECG

Edge Capital Group Portfolio holdings

AUM $2.24B
1-Year Est. Return 19.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
+$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.37M
3
+$8.02M
4
CF icon
CF Industries
CF
+$6.76M
5
BP icon
BP
BP
+$5.88M

Top Sells

1
+$10.5M
2
+$7.57M
3
+$7.48M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.11M
5
NVS icon
Novartis
NVS
+$6.56M

Sector Composition

1 Technology 8.09%
2 Financials 7.89%
3 Healthcare 6.64%
4 Consumer Staples 4.45%
5 Industrials 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$103K 0.01%
+5
277
$96K 0.01%
10,141
278
$91K 0.01%
10,000
279
$77K 0.01%
+12,500
280
– –
-1,525
281
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-1,085
282
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-153,874
283
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-5,551
284
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-3,915
285
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286
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287
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288
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289
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290
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291
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292
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293
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