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
$260M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$9.45M
3
+$8.07M
4
BUCK icon
Simplify Stable Income ETF
BUCK
+$6.99M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2M

Top Sells

1
+$18.2M
2
+$7.25M
3
+$2.87M
4
PSQ icon
ProShares Short QQQ
PSQ
+$2.75M
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$2.34M

Sector Composition

1 Industrials 45.48%
2 Healthcare 7.8%
3 Technology 2.56%
4 Consumer Staples 2.53%
5 Financials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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103
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-12,592
104
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-1,245
105
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-84,059
106
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-381,776
107
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-37,390
108
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-7,470
109
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-922
110
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-5,952
111
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-6,215
1 2 3 4
5