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
$1.56B
AUM Growth
-$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$2.02M
2 +$1.39M
3 +$1.34M
4
CSCO icon
Cisco
CSCO
+$1.3M
5
XOM icon
Exxon Mobil
XOM
+$1.24M

Sector Composition

1 Healthcare 23.85%
2 Financials 18.8%
3 Technology 10.54%
4 Consumer Staples 9.81%
5 Industrials 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$8.55M 0.55%
113,075
-1,075
52
$8.39M 0.54%
227,785
-4,430
53
$5.34M 0.34%
35,113
-425
54
$2.94M 0.19%
20,224
55
$2.53M 0.16%
55,640
-1,000
56
$1.82M 0.12%
55,369
-1,580
57
$1.58M 0.1%
3,685
58
$823K 0.05%
2