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NewEdge Advisors Portfolio holdings

AUM $27.6B
1-Year Est. Return 21.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.71B
AUM Growth
-$2.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,295
New
Increased
Reduced
Closed

Top Buys

1 +$37.6M
2 +$29.3M
3 +$27.3M
4
ORCL icon
Oracle
ORCL
+$25.8M
5
DOV icon
Dover
DOV
+$25.7M

Sector Composition

1 Technology 8.45%
2 Healthcare 6.22%
3 Financials 4.93%
4 Energy 3.58%
5 Consumer Discretionary 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3801
$5 ﹤0.01%
+398
3802
$5 ﹤0.01%
+202
3803
$5 ﹤0.01%
+80
3804
$5 ﹤0.01%
+1,257
3805
$5 ﹤0.01%
+239
3806
$5 ﹤0.01%
+19
3807
$5 ﹤0.01%
+130
3808
$5 ﹤0.01%
+373
3809
$5 ﹤0.01%
+29
3810
$5 ﹤0.01%
+500
3811
$5 ﹤0.01%
+3
3812
$5 ﹤0.01%
+100
3813
$5 ﹤0.01%
+219
3814
$5 ﹤0.01%
+77
3815
$5 ﹤0.01%
+190
3816
$5 ﹤0.01%
+110
3817
$5 ﹤0.01%
+1,000
3818
$5 ﹤0.01%
+20
3819
$5 ﹤0.01%
+395
3820
$5 ﹤0.01%
+315
3821
$4 ﹤0.01%
+127
3822
$4 ﹤0.01%
+153
3823
$4 ﹤0.01%
+38
3824
$4 ﹤0.01%
+500
3825
$4 ﹤0.01%
+81