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
$1.62B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1 +$11.9M
2 +$8.7M
3 +$8.05M
4
SO icon
Southern Company
SO
+$7.71M
5
CME icon
CME Group
CME
+$7.05M

Top Sells

1 +$15.6M
2 +$5.01M
3 +$4.12M
4
CVX icon
Chevron
CVX
+$3.76M
5
ENB icon
Enbridge
ENB
+$3.74M

Sector Composition

1 Technology 8.32%
2 Energy 6.28%
3 Consumer Staples 6.17%
4 Financials 5.69%
5 Healthcare 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
-6,948
427
-923
428
-207,874
429
-15,000
430
-32,130