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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
$9.1B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,735
New
Increased
Reduced
Closed

Top Buys

1
+$40.1M
2
+$39.4M
3
+$27.7M
4
SBUX icon
Starbucks
SBUX
+$26.9M
5
AVGO icon
Broadcom
AVGO
+$26.3M

Top Sells

1
+$26.3M
2
+$24.3M
3
+$23.4M
4
HON icon
Honeywell
HON
+$22.3M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$15.2M

Sector Composition

1 Technology 12.33%
2 Financials 5.59%
3 Healthcare 5.58%
4 Consumer Discretionary 4.62%
5 Consumer Staples 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$70.1K ﹤0.01%
2,232
-255
1977
$70K ﹤0.01%
29,185
+20,611
1978
$69.8K ﹤0.01%
35,100
-12,830
1979
$69.8K ﹤0.01%
13,100
-3,100
1980
$69.5K ﹤0.01%
8,774
-903
1981
$69.4K ﹤0.01%
10,000
1982
$69.1K ﹤0.01%
4,069
+58
1983
$69.1K ﹤0.01%
7,210
-425
1984
$69K ﹤0.01%
4,164
1985
$68.9K ﹤0.01%
5,543
-13,400
1986
$68.7K ﹤0.01%
1,824
1987
$68.4K ﹤0.01%
1,965
-329
1988
$67.6K ﹤0.01%
2,002
-174
1989
$67.4K ﹤0.01%
18,521
+7,521
1990
$67.3K ﹤0.01%
4,112
+56
1991
$67.3K ﹤0.01%
1,918
-61
1992
$67.2K ﹤0.01%
+50,500
1993
$67.1K ﹤0.01%
21,915
-286
1994
$66.9K ﹤0.01%
1,785
+375
1995
$66.8K ﹤0.01%
3,204
+1
1996
$66.7K ﹤0.01%
2,488
-347
1997
$66.5K ﹤0.01%
13,325
+400
1998
$65.9K ﹤0.01%
17,531
+2,168
1999
$65.7K ﹤0.01%
2,167
+182
2000
$65.7K ﹤0.01%
1,268
78 79
80
81 82