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
$350M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$2.51M
3
+$2.12M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$2.1M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.93M

Top Sells

1
+$5.66M
2
+$3.26M
3
+$2.13M
4
URA icon
Global X Uranium ETF
URA
+$2.02M
5
AGGH icon
Simplify Aggregate Bond ETF
AGGH
+$1.43M

Sector Composition

1 Industrials 39.35%
2 Technology 4.02%
3 Healthcare 3.88%
4 Financials 2.8%
5 Consumer Staples 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-56,618
152
– –
-2,528
153
– –
-50,269
154
– –
-900
3 4 5 6
7