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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
76
$4.22K 0.39%
45,578
+30,250
77
$4.21K 0.38%
63,457
+32,670
78
$4.19K 0.38%
66,862
+43,324
79
$4.11K 0.38%
82,124
+9,863
80
$3.92K 0.36%
16,211
81
$3.89K 0.36%
47,973
+13,080
82
$3.85K 0.35%
22,302
+6,372
83
$3.76K 0.34%
88,678
+45,569
84
$3.62K 0.33%
21,965
+278
85
$3.53K 0.32%
102,517
+21,660
86
$3.53K 0.32%
64,508
+27,316
87
$3.49K 0.32%
37,468
+16,131
88
$3.38K 0.31%
58,742
+8,822
89
$3.32K 0.3%
65,294
+43,055
90
$3.29K 0.3%
116,407
+25,713
91
$3.26K 0.3%
24,192
+305
92
$3.1K 0.28%
54,380
+17,700
93
$2.94K 0.27%
37,595
+6,774
94
$2.93K 0.27%
66,969
+13,803
95
$2.86K 0.26%
18,253
+737
96
$2.84K 0.26%
34,671
-181
97
$2.7K 0.25%
19,469
+1,185
98
$2.69K 0.25%
17,888
+14,157
99
$2.68K 0.25%
11,069
+1,637
100
$2.65K 0.24%
63,430
+14,795
2 3
4
5 6