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3EDGE Dynamic US Equity (EDGU) ETF Holdings & Analysis
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What EDGU does
The 3EDGE Dynamic U.S. Equity ETF (EDGU) is crafted to grow your investment during periods of market expansion. Simultaneously, it seeks to minimize potential losses when the market experiences downturns, by actively managing its holdings in U.S. stocks.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| VANGUARD DVD A E | 19.55% | |
| SPDR-TECH SEL S | 17.94% | |
| ISHARES MSCI USA | 12.04% | |
| GLOBAL X DEFENSE TECH ETF | 11.92% | |
| SPDR-FINL SELECT | 7.53% | |
| SPDR-CONS DISCRE | 7.30% | |
| SPDR-COMM SERV | 6.25% | |
| HEALTH CARE SELECT SECTOR | 5.61% | |
| SPDR-INDU SELECT | 3.90% | |
| CONSUMER STAPLES SPDR | 2.76% |
Sector allocation
| Basic Materials | 1.96% |
| Communication Services | 9.76% |
| Consumer Cyclical | 11.34% |
| Consumer Defensive | 5.60% |
| Energy | 2.48% |
| Financial Services | 12.42% |
| Healthcare | 8.81% |
| Industrials | 8.80% |
| Real Estate | 1.62% |
| Technology | 35.14% |
| Utilities | 2.08% |
Geographic allocation
| United States | 99.60% |
| Other | 0.40% |
PortView Portfolio Insights
PortView analyzes how EDGU fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
Analyze EDGU in PortView →Related securities
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Frequently asked questions
- What does EDGU track?
- EDGU is the 3EDGE Dynamic US Equity ETF, a Other ETF.
- What is the expense ratio of EDGU?
- Expense ratio data for EDGU is shown on the page when available from our data provider.
- What are the largest holdings in EDGU?
- Top holdings include VIG, XLK, QUAL, SHLD, XLF.
- How can PortView analyze EDGU overlap with other ETFs?
- PortView computes the holdings overlap between EDGU and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.