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NewEdge Advisors Portfolio holdings

AUM $22B
1-Year Est. Return 20.34%
This Quarter Est. Return
1 Year Est. Return
+20.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.56B
AUM Growth
+$483M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
960
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$17.5M
3
+$16.9M
4
FAST icon
Fastenal
FAST
+$16.7M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$15.4M

Top Sells

1
+$42.9M
2
+$13.5M
3
+$11.6M
4
SYY icon
Sysco
SYY
+$10.7M
5
VFC icon
VF Corp
VFC
+$10.1M

Sector Composition

1 Technology 13.3%
2 Healthcare 8.27%
3 Consumer Staples 6.18%
4 Financials 6.01%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$470K 0.02%
7,514
-2,775
552
$469K 0.02%
+12,971
553
$469K 0.02%
+476
554
$467K 0.02%
20,961
+1,741
555
$467K 0.02%
26,091
-4,250
556
$465K 0.02%
35,818
-4,089
557
$465K 0.02%
1,433
-42
558
$463K 0.02%
13,346
+3,418
559
$463K 0.02%
11,193
+300
560
$461K 0.02%
+4,043
561
$461K 0.02%
+5,156
562
$459K 0.02%
+8,336
563
$458K 0.02%
32,710
-433
564
$457K 0.02%
2,638
-594
565
$455K 0.02%
15,263
+3,385
566
$454K 0.02%
8,504
-19,887
567
$452K 0.02%
19,425
-3,546
568
$444K 0.02%
16,597
-11,498
569
$444K 0.02%
+5,234
570
$443K 0.02%
3,178
+262
571
$442K 0.02%
+9,426
572
$441K 0.02%
4,122
+1,930
573
$441K 0.02%
18,397
+1,801
574
$439K 0.02%
18,722
+1,768
575
$438K 0.02%
+4,367
21 22
23
24 25