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EDRIA
Edmonds Duncan Registered Investment Advisors Portfolio holdings
AUM
$457M
1-Year Est. Return
23%
This Fund
S&P 500
1 Year Est. Return
+23%
AUM
$410M
AUM Growth
+$11.7M
(+2.9%)
Holding
142
Top Buys
| 1 | +$15.3M | |
| 2 | +$9.71M | |
| 3 | +$592K | |
| 4 |
Dimensional International Small Cap ETF
DFIS
|
+$463K |
| 5 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
+$368K |
Top Sells
| 1 | +$12.9M | |
| 2 | +$2.83M | |
| 3 | +$1.7M | |
| 4 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$1.4M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$1.17M |
Sector Composition
| 1 | Technology | 3.63% |
| 2 | Financials | 2.15% |
| 3 | Consumer Staples | 2.03% |
| 4 | Consumer Discretionary | 1.88% |
| 5 | Industrials | 0.92% |
