PEA
Park Edge Advisors Portfolio holdings
AUM
$433M
1-Year Est. Return
20.65%
1 Year Est. Return
+20.65%
AUM
$433M
AUM Growth
+$43.1M
(+11%)
Holding
151
Top Buys
| 1 | +$3.67M | |
| 2 | +$3.45M | |
| 3 | +$3.21M | |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$3.04M |
| 5 |
Simplify High Yield ETF
CDX
|
+$2.43M |
Top Sells
| 1 | +$14.6M | |
| 2 | +$2.07M | |
| 3 | +$1.72M | |
| 4 |
Broadcom
AVGO
|
+$1.08M |
| 5 |
American Express
AXP
|
+$825K |
Sector Composition
| 1 | Industrials | 38.67% |
| 2 | Technology | 4.91% |
| 3 | Financials | 3.55% |
| 4 | Communication Services | 2.57% |
| 5 | Consumer Staples | 2.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Vanguard S&P 500 ETF
VOO
$800B
| – | – |
-392
|
|