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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
476
$233 0.02%
13,815
-4
477
$233 0.02%
11,104
+1,452
478
$231 0.02%
6,311
+237
479
$231 0.02%
20,854
+3,905
480
$229 0.02%
7,363
+3
481
$229 0.02%
14,000
+48
482
$228 0.02%
+4,571
483
$227 0.02%
7,206
-648
484
$226 0.02%
5,356
+30
485
$225 0.02%
+3,650
486
$224 0.02%
3,550
+246
487
$224 0.02%
523
-31
488
$224 0.02%
2,396
-1
489
$223 0.02%
1,579
-430
490
$222 0.02%
3,449
-520
491
$222 0.02%
+3,643
492
$220 0.02%
2,917
-360
493
$220 0.02%
1,376
+131
494
$219 0.02%
+6,599
495
$217 0.02%
5,521
-5
496
$216 0.02%
2,056
-75
497
$216 0.02%
+4,572
498
$216 0.02%
+721
499
$215 0.02%
+2,069
500
$214 0.02%
2,122
+99
18 19
20
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