PEA
Park Edge Advisors Portfolio holdings
AUM
$390M
This Quarter Return
+8.01%
1 Year Return
+15.92%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$390M
AUM Growth
+$390M
(+8.6%)
Cap. Flow
+$8.59M
Cap. Flow
% of AUM
2.2%
Top 10 Holdings %
Top 10 Hldgs %
58.59%
Holding
151
New
14
Increased
61
Reduced
40
Closed
8
Top Buys
| 1 |
Invesco International BuyBack Achievers ETF
IPKW
|
$7.4M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$6.27M |
| 3 |
Simplify High Yield ETF
CDX
|
$4.32M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$4.08M |
| 5 |
iShares MSCI ACWI ex US ETF
ACWX
|
$3.38M |
Top Sells
Sector Composition
| 1 | Industrials | 37.95% |
| 2 | Technology | 4.8% |
| 3 | Financials | 3.65% |
| 4 | Healthcare | 2.61% |
| 5 | Communication Services | 2.6% |