PEA
Park Edge Advisors Portfolio holdings
AUM
$442M
1-Year Est. Return
22.64%
1 Year Est. Return
+22.64%
AUM
$442M
AUM Growth
+$8.74M
(+2%)
Holding
162
Top Buys
| 1 | +$5.92M | |
| 2 | +$3.71M | |
| 3 | +$3.34M | |
| 4 |
iShares MSCI Canada ETF
EWC
|
+$3.32M |
| 5 |
iShares MSCI United Kingdom ETF
EWU
|
+$3.3M |
Top Sells
| 1 | +$4.75M | |
| 2 | +$4.28M | |
| 3 | +$4.08M | |
| 4 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$3.14M |
| 5 |
Strive Enhanced Income Short Maturity ETF
BUXX
|
+$2.59M |
Sector Composition
| 1 | Industrials | 38.49% |
| 2 | Technology | 4.85% |
| 3 | Financials | 3.69% |
| 4 | Healthcare | 2.55% |
| 5 | Communication Services | 2.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Vanguard FTSE All-World ex-US ETF
VEU
$56.5B
| – | – |
-60,011
|
|
||
152
2x Long VIX Futures ETF
UVIX
$329M
| – | – |
-37,467
|
|
||
153
Thomson Reuters
TRI
$55.5B
| – | – |
-2,467
|
|
||
154
iShares 20+ Year Treasury Bond ETF
TLT
$47.1B
| – | – |
0
|
|
||
155
Schwab International Equity ETF
SCHF
$57.8B
| – | – |
-8,772
|
|
||
156
Invesco BuyBack Achievers ETF
PKW
$1.57B
| – | – |
-16,200
|
|
||
157
Progressive
PGR
$119B
| – | – |
-5,258
|
|
||
158
Coca-Cola
KO
$303B
| – | – |
-13,780
|
|
||
159
JPMorgan Equity Premium Income ETF
JEPI
$42.6B
| – | – |
-28,391
|
|
||
160
iShares MSCI Intl Quality Factor ETF
IQLT
$14.1B
| – | – |
-29,871
|
|
||
161
Invesco S&P International Developed Quality ETF
IDHQ
$589M
| – | – |
-59,670
|
|
||
|
162
Strive Enhanced Income Short Maturity ETF
BUXX
$365M
| – | – |
-127,715
|
|