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
$1.43B
AUM Growth
+$216M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$19.4M
3
+$13.8M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$12.7M
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$9.14M

Top Sells

1
+$13.8M
2
+$11M
3
+$10.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.04M
5
CCI icon
Crown Castle
CCI
+$8.21M

Sector Composition

1 Technology 6.54%
2 Energy 6.26%
3 Healthcare 5.9%
4 Consumer Staples 5.67%
5 Financials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2.55K ﹤0.01%
+8
377
$2.04K ﹤0.01%
+14
378
$2K ﹤0.01%
40
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379
$1.96K ﹤0.01%
32
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380
$1.34K ﹤0.01%
12
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381
$900 ﹤0.01%
30
-53
382
$871 ﹤0.01%
50
-543
383
$853 ﹤0.01%
+6
384
$501 ﹤0.01%
+8
385
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386
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388
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13 14 15
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