PEA
Park Edge Advisors Portfolio holdings
AUM
$433M
1-Year Est. Return
20.65%
1 Year Est. Return
+20.65%
AUM
$390M
AUM Growth
+$30.8M
(+8.6%)
Holding
151
Top Buys
| 1 | +$7.4M | |
| 2 | +$6.27M | |
| 3 | +$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
| 1 | +$19.7M | |
| 2 | +$7.82M | |
| 3 | +$2.2M | |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
+$2.05M |
| 5 |
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
|
+$1.93M |
Sector Composition
| 1 | Industrials | 37.95% |
| 2 | Technology | 4.8% |
| 3 | Financials | 3.65% |
| 4 | Healthcare | 2.61% |
| 5 | Communication Services | 2.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Alibaba
BABA
$387B
| – | – |
-1,554
|
|