PEA

Park Edge Advisors Portfolio holdings

AUM $433M
1-Year Est. Return 20.65%
This Quarter Est. Return
1 Year Est. Return
+20.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$350M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$2.51M
3
+$2.12M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$2.1M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.93M

Top Sells

1
+$5.66M
2
+$3.26M
3
+$2.13M
4
URA icon
Global X Uranium ETF
URA
+$2.02M
5
AGGH icon
Simplify Aggregate Bond ETF
AGGH
+$1.43M

Sector Composition

1 Industrials 39.35%
2 Technology 4.02%
3 Healthcare 3.88%
4 Financials 2.8%
5 Consumer Staples 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.31M 0.66%
9,907
-429
27
$2.18M 0.62%
26,238
-8,325
28
$2.16M 0.62%
11,572
+162
29
$2.13M 0.61%
75,714
-16,626
30
$2.1M 0.6%
+23,164
31
$2.02M 0.58%
2,278
-178
32
$2.01M 0.58%
3,518
+88
33
$1.93M 0.55%
+21,312
34
$1.88M 0.54%
15,710
-1,517
35
$1.86M 0.53%
14,631
+9,983
36
$1.75M 0.5%
6,197
+22
37
$1.74M 0.5%
10,756
-400
38
$1.7M 0.48%
15,505
39
$1.65M 0.47%
3,595
+181
40
$1.63M 0.47%
20,190
+10,991
41
$1.62M 0.46%
+63,003
42
$1.62M 0.46%
13,308
-1,891
43
$1.59M 0.46%
+35,150
44
$1.51M 0.43%
3,085
+733
45
$1.51M 0.43%
+37,802
46
$1.48M 0.42%
7,842
+130
47
$1.47M 0.42%
+39,113
48
$1.46M 0.42%
+46,707
49
$1.43M 0.41%
8,305
-735
50
$1.43M 0.41%
56,771
+1,566
1
2
3 4 5