EFA
Edge Financial Advisors Portfolio holdings
AUM
$190M
This Quarter Return
+9.02%
1 Year Return
+13.73%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$190M
AUM Growth
+$190M
(+20%)
Cap. Flow
+$18.5M
Cap. Flow
% of AUM
9.77%
Top 10 Holdings %
Top 10 Hldgs %
52%
Holding
130
New
29
Increased
45
Reduced
42
Closed
6
Top Buys
| 1 |
Dimensional US Equity ETF
DFUS
|
$7.49M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$2.76M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.58M |
| 4 |
iShares US Equity Factor ETF
LRGF
|
$1.56M |
| 5 |
Avantis All International Markets Equity ETF
AVNM
|
$1.41M |
Top Sells
Sector Composition
| 1 | Technology | 5.52% |
| 2 | Financials | 1.92% |
| 3 | Utilities | 1.88% |
| 4 | Consumer Staples | 1.37% |
| 5 | Consumer Discretionary | 1.15% |
