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
51
$1.42M 0.41%
2,984
+440
52
$1.41M 0.4%
1,988
+42
53
$1.37M 0.39%
11,637
+4,611
54
$1.32M 0.38%
26,111
+3,429
55
$1.32M 0.38%
3,978
+1,188
56
$1.32M 0.38%
313
+11
57
$1.3M 0.37%
24,003
+960
58
$1.25M 0.36%
41,294
+5,758
59
$1.25M 0.36%
7,328
+1
60
$1.23M 0.35%
1,391
-58
61
$1.23M 0.35%
43,663
+1,502
62
$1.22M 0.35%
4,826
+1,545
63
$1.22M 0.35%
2,129
+150
64
$1.21M 0.35%
20,416
+3,250
65
$1.19M 0.34%
2,250
66
$1.12M 0.32%
4,611
67
$1.11M 0.32%
50,769
+7,693
68
$1.08M 0.31%
47,946
-1,140
69
$1.05M 0.3%
6,303
+28
70
$1.01M 0.29%
2,488
-95
71
$947K 0.27%
2,421
+402
72
$938K 0.27%
3,411
+379
73
$936K 0.27%
10,891
74
$926K 0.26%
3,346
75
$895K 0.26%
18,696
-353
1 2
3
4 5