ELC

Edgar Lomax Company Portfolio holdings

AUM $1.58B
1-Year Est. Return 13.93%
This Quarter Est. Return
1 Year Est. Return
+13.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.42B
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$793K
2
+$475K
3
+$467K
4
VZ icon
Verizon
VZ
+$463K
5
CSCO icon
Cisco
CSCO
+$450K

Top Sells

1
+$5.68K

Sector Composition

1 Healthcare 19.8%
2 Consumer Staples 16.65%
3 Financials 13.52%
4 Technology 12.19%
5 Industrials 11.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.57M 0.6%
152,635
+1,200
52
$8.49M 0.6%
107,381
+700
53
$8.42M 0.59%
193,091
+1,500
54
$8.07M 0.57%
332,720
+2,714
55
$7.88M 0.55%
125,400
+850
56
$7.56M 0.53%
152,175
+1,200
57
$3.73M 0.26%
65,726
-100
58
$1.78M 0.12%
16,129
+7,200
59
$1.32M 0.09%
4,857
+1,475
60
$564K 0.04%
2
61
$282K 0.02%
260
1 2
3