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
$1.16B
AUM Growth
-$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1 +$57.2M
2 +$33.5M
3 +$21.9M
4
CXW icon
CoreCivic
CXW
+$13M
5
INTU icon
Intuit
INTU
+$12.5M

Top Sells

1 +$1.52B
2 +$388M
3 +$187M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$66.7M
5
BP icon
BP
BP
+$52.7M

Sector Composition

1 Healthcare 9.39%
2 Financials 8.69%
3 Technology 7.42%
4 Industrials 5.88%
5 Energy 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-6,952
377
-14,009