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
$296M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$5.16M
3
+$1.15M
4
BUCK icon
Simplify Stable Income ETF
BUCK
+$891K
5
V icon
Visa
V
+$808K

Top Sells

1
+$1.06M
2
+$600K
3
+$440K
4
EQT icon
EQT Corp
EQT
+$414K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$317K

Sector Composition

1 Industrials 46.76%
2 Healthcare 7.09%
3 Technology 2.53%
4 Consumer Staples 2.22%
5 Financials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$98.3K 0.03%
19,510
102
$96.8K 0.03%
10,479
103
– –
-5,647
104
– –
-12,716
105
– –
-13
106
– –
-12,989
107
– –
-610
108
– –
-6,829
109
– –
-4,145
1 2 3 4
5