EFA
Edge Financial Advisors Portfolio holdings
AUM
$190M
1-Year Est. Return
13.73%
1 Year Est. Return
+13.73%
AUM
$190M
AUM Growth
+$31.4M
(+20%)
Holding
130
Top Buys
| 1 | +$7.49M | |
| 2 | +$2.76M | |
| 3 | +$1.58M | |
| 4 |
iShares US Equity Factor ETF
LRGF
|
+$1.56M |
| 5 |
Avantis All International Markets Equity ETF
AVNM
|
+$1.41M |
Top Sells
| 1 | +$3M | |
| 2 | +$1.06M | |
| 3 | +$1.05M | |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$1.03M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$884K |
Sector Composition
| 1 | Technology | 5.52% |
| 2 | Financials | 1.92% |
| 3 | Utilities | 1.88% |
| 4 | Consumer Staples | 1.37% |
| 5 | Consumer Discretionary | 1.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares National Muni Bond ETF
MUB
$40.3B
| – | – |
-2,103
|
|
||
127
iShares US Small Cap Equity Factor ETF
SMLF
$2.32B
| – | – |
-4,338
|
|
||
128
Invesco S&P 500 Quality ETF
SPHQ
$15.2B
| – | – |
-3,494
|
|
||
129
Vanguard Information Technology ETF
VGT
$109B
| – | – |
-400
|
|
||
130
Vanguard S&P 500 ETF
VOO
$757B
| – | – |
-620
|
|