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
$1.61B
AUM Growth
+$5.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M

Top Sells

1
+$3.34M
2
+$2.96M
3
+$2.79M
4
ALL icon
Allstate
ALL
+$2.59M
5
CSCO icon
Cisco
CSCO
+$2.48M

Sector Composition

1 Healthcare 24.25%
2 Financials 18.28%
3 Technology 10.27%
4 Consumer Staples 9.91%
5 Industrials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.47M 0.59%
232,215
-8,750
52
$9.29M 0.58%
114,150
-5,570
53
$5.32M 0.33%
35,538
-1,737
54
$2.99M 0.19%
20,224
-3,292
55
$2.7M 0.17%
56,640
-940
56
$1.72M 0.11%
+56,949
57
$1.58M 0.1%
3,685
-2,449
58
$837K 0.05%
2
59
– –
-260
1 2
3