NA

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
$2.88B
AUM Growth
+$318M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,006
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$16M
3
+$15.6M
4
TSM icon
TSMC
TSM
+$15.4M
5
MCD icon
McDonald's
MCD
+$15M

Top Sells

1
+$17M
2
+$15.9M
3
+$15.8M
4
VZ icon
Verizon
VZ
+$15.5M
5
CME icon
CME Group
CME
+$12.7M

Sector Composition

1 Technology 14.71%
2 Healthcare 8.24%
3 Consumer Discretionary 6.83%
4 Consumer Staples 5.37%
5 Financials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
– –
-14,500
927
– –
-46,376
928
– –
-5,970
929
– –
-5,757
930
– –
-12,640
931
– –
-85
932
– –
-24,686
933
– –
-26,885
934
– –
-1,279
935
– –
-9,401
936
– –
-41,908
937
– –
-4,789
938
– –
-4,367
939
– –
-8,836
940
– –
-11,196
941
– –
-11,746
942
– –
-11,919
943
– –
-9,126
944
– –
-1,695
945
– –
-43,737
946
– –
-3,111
947
– –
-9,444
948
– –
-26,133
949
– –
-16,597
950
– –
-2,370
36 37
38
39 40