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NewEdge Advisors Portfolio holdings

AUM $27.6B
1-Year Est. Return 21.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.09M
AUM Growth
-$874M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$9.79M
3
+$8.8M
4
BA icon
Boeing
BA
+$8.11M
5
INTC icon
Intel
INTC
+$8.09M

Top Sells

1
+$7.92M
2
+$7.38M
3
+$7.38M
4
CB icon
Chubb
CB
+$6.68M
5
LEG icon
Leggett & Platt
LEG
+$6.44M

Sector Composition

1 Technology 10.08%
2 Financials 7.88%
3 Industrials 7.1%
4 Materials 6.38%
5 Consumer Staples 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$391 0.04%
10,400
-810
352
$387 0.04%
2,278
+102
353
$386 0.04%
+4,042
354
$385 0.04%
+10,982
355
$384 0.04%
14,144
-2,399
356
$383 0.04%
2,168
+880
357
$382 0.03%
+29,300
358
$378 0.03%
1,555
+5
359
$377 0.03%
5,438
360
$377 0.03%
9,406
+2,978
361
$376 0.03%
7,720
+545
362
$375 0.03%
3,339
+48
363
$373 0.03%
3,756
-421
364
$372 0.03%
4,348
+109
365
$371 0.03%
5,211
-91
366
$369 0.03%
+5,852
367
$368 0.03%
5,599
-230
368
$366 0.03%
7,607
+449
369
$366 0.03%
10,448
+606
370
$366 0.03%
4,451
+126
371
$364 0.03%
10,415
-3,288
372
$362 0.03%
+6,290
373
$361 0.03%
+18,200
374
$360 0.03%
7,185
-121,224
375
$359 0.03%
+13,809
13 14
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