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
301
– –
-4,240
302
– –
-7,000
303
– –
-21,000
9 10 11 12
13