ECG
Edge Capital Group Portfolio holdings
AUM
$2.24B
This Quarter Return
+7.61%
1 Year Return
+19.69%
3 Year Return
+27.66%
5 Year Return
+78.67%
10 Year Return
–
AUM
$1.41B
AUM Growth
+$1.41B
(+12%)
Cap. Flow
+$65.1M
Cap. Flow
% of AUM
4.62%
Top 10 Holdings %
Top 10 Hldgs %
43.71%
Holding
293
New
17
Increased
111
Reduced
87
Closed
9
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$8.49M |
| 2 |
Honeywell
HON
|
$7.73M |
| 3 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$6.2M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
$5.95M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$5.75M |
Top Sells
| 1 |
Vodafone
VOD
|
$7.42M |
| 2 |
JPMorgan Chase
JPM
|
$6.15M |
| 3 |
Chevron
CVX
|
$5.34M |
| 4 |
Morgan Stanley
MS
|
$2.73M |
| 5 |
Abbott
ABT
|
$2.65M |
Sector Composition
| 1 | Technology | 8.45% |
| 2 | Financials | 7.09% |
| 3 | Healthcare | 6.19% |
| 4 | Industrials | 4.53% |
| 5 | Consumer Staples | 3.95% |
