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
$1.52B
AUM Growth
-$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$1.6M
2 +$1.04M
3 +$985K
4
CVX icon
Chevron
CVX
+$978K
5
GD icon
General Dynamics
GD
+$888K

Sector Composition

1 Healthcare 20.88%
2 Industrials 20.73%
3 Technology 14.5%
4 Financials 12.72%
5 Energy 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.43M 0.09%
3,223
52
$518K 0.03%
1
53
$137K 0.01%
11,300
54
$122K 0.01%
15,380
55
$92.1K 0.01%
47,220