EFA
Edge Financial Advisors Portfolio holdings
AUM
$190M
This Quarter Return
+7.14%
1 Year Return
+13.73%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
–
Cap. Flow
+$113M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
35.71%
Holding
93
New
93
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$12.7M |
| 2 |
Apple
AAPL
|
$6.42M |
| 3 |
Vanguard Growth ETF
VUG
|
$3.39M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$2.75M |
| 5 |
SPDR MSCI EAFE StrategicFactors ETF
QEFA
|
$2.57M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 8.84% |
| 2 | Utilities | 3.13% |
| 3 | Financials | 2.34% |
| 4 | Consumer Discretionary | 1.82% |
| 5 | Consumer Staples | 1.8% |
