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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
451
$255 0.02%
+4,067
452
$255 0.02%
1,128
-167
453
$253 0.02%
2,246
+358
454
$253 0.02%
5,944
-211
455
$248 0.02%
+15,100
456
$247 0.02%
11,897
+1,365
457
$246 0.02%
1,001
-16
458
$246 0.02%
8,045
+460
459
$246 0.02%
1,452
-163
460
$245 0.02%
17,950
-617
461
$244 0.02%
+1,737
462
$244 0.02%
5,847
-1,303
463
$243 0.02%
3,337
+264
464
$243 0.02%
1,985
+27
465
$242 0.02%
7,913
+14
466
$241 0.02%
899
+54
467
$239 0.02%
5,968
+877
468
$238 0.02%
+8,721
469
$238 0.02%
3,882
-223
470
$238 0.02%
7,369
-81
471
$238 0.02%
7,463
-491
472
$237 0.02%
+8,220
473
$237 0.02%
+4,303
474
$235 0.02%
3,509
+509
475
$234 0.02%
9,821
+581
17 18
19
20 21