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NewEdge Advisors Portfolio holdings

AUM $22B
1-Year Est. Return 20.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.55B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$10.1M
3
+$9.46M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.49M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$7.28M

Top Sells

1
+$31.5M
2
+$8.63M
3
+$7.3M
4
FAST icon
Fastenal
FAST
+$4.93M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.53M

Sector Composition

1 Technology 9.19%
2 Financials 7.32%
3 Industrials 6.62%
4 Healthcare 5.41%
5 Utilities 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
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