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
$1.3B
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.62M
3
+$2.52M
4
CSCO icon
Cisco
CSCO
+$2.25M
5
EXC icon
Exelon
EXC
+$2.24M

Top Sells

1
+$62.4K
2
+$61.1K

Sector Composition

1 Financials 23.78%
2 Industrials 16.46%
3 Healthcare 11.71%
4 Communication Services 10.55%
5 Technology 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.28M 0.25%
107,487
-2,000
52
$2.82M 0.22%
281,423
+11,400
53
$2.64M 0.2%
23,516
+6,315
54
$2.23M 0.17%
57,580
55
$2.05M 0.16%
6,134
+1,067
56
$640K 0.05%
2
57
$253K 0.02%
260
58
$101K 0.01%
+33,743
1 2
3