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
$1.46B
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$31.3M
2
+$29.4M
3
+$27.8M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$15.7M
5
EVLV icon
Evolv Technologies
EVLV
+$15M

Top Sells

1
+$11M
2
+$9.59M
3
+$8.44M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$7.78M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$7.68M

Sector Composition

1 Technology 7.59%
2 Financials 6.8%
3 Healthcare 5.94%
4 Industrials 5.38%
5 Energy 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
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