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
$1.5B
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$83.4K
2
+$40.7K

Top Sells

1
+$1.91M
2
+$761K
3
+$636K
4
VZ icon
Verizon
VZ
+$585K
5
PFE icon
Pfizer
PFE
+$571K

Sector Composition

1 Consumer Staples 16.25%
2 Financials 15.76%
3 Industrials 14.8%
4 Energy 11.49%
5 Communication Services 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.35M 0.42%
27,350
-100
52
$5.97M 0.4%
213,825
-2,500
53
$2.42M 0.16%
76,652
-800
54
$2.4M 0.16%
58,636
-1,000
55
$2.05M 0.14%
17,201
+700
56
$1.5M 0.1%
5,067
+137
57
$624K 0.04%
2
58
$307K 0.02%
260
1 2
3