EC

EdgeRock Capital Portfolio holdings

AUM $316M
1-Year Est. Return 15.56%
This Quarter Est. Return
1 Year Est. Return
+15.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.81%
2 Consumer Discretionary 1.32%
3 Financials 1.31%
4 Communication Services 0.9%
5 Industrials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$208K 0.14%
+763
52
$205K 0.14%
+3,138