EFA

Edge Financial Advisors Portfolio holdings

AUM $190M
1-Year Est. Return 13.73%
This Quarter Est. Return
1 Year Est. Return
+13.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.19%
2 Financials 3.74%
3 Communication Services 3.49%
4 Consumer Discretionary 2.87%
5 Utilities 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$138K 0.12%
+10,582
127
$55.2K 0.05%
+10,000