PEA
Pacific Edge Advisors Portfolio holdings
AUM
$206M
This Quarter Return
+3.68%
1 Year Return
+26.47%
3 Year Return
+31.27%
5 Year Return
–
10 Year Return
–
AUM
$181M
AUM Growth
+$181M
(-0.09%)
Cap. Flow
-$6.47M
Cap. Flow
% of AUM
-3.57%
Top 10 Holdings %
Top 10 Hldgs %
86.67%
Holding
41
New
–
Increased
6
Reduced
19
Closed
2
Top Buys
Top Sells
| 1 |
Schwab Emerging Markets Equity ETF
SCHE
|
$4.24M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$1.7M |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
$1.24M |
| 4 |
Schwab International Equity ETF
SCHF
|
$1.11M |
| 5 |
Schwab US Large-Cap Value ETF
SCHV
|
$1.04M |
Sector Composition
| 1 | Real Estate | 6.27% |
| 2 | Technology | 1.1% |
| 3 | Financials | 0.73% |
| 4 | Consumer Discretionary | 0.61% |
| 5 | Communication Services | 0.5% |
