PEA

Park Edge Advisors Portfolio holdings

AUM $442M
1-Year Est. Return 22.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.64%
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
+$6.72M
2
+$5.11M
3
+$1.14M
4
BUCK icon
Simplify Stable Income ETF
BUCK
+$892K
5
HIBS icon
Direxion Daily S&P 500 High Beta Bear 3X Shares
HIBS
+$870K

Top Sells

1
+$1.09M
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
– –
-4,145
104
– –
-6,829
105
– –
-610
106
– –
-12,989
107
– –
-13
108
– –
-12,716
109
– –
-5,647
1 2 3 4
5