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EIA

Edgemoor Investment Advisors Portfolio holdings

AUM $1.27B
1-Year Est. Return 25.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.3B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.82M
3
+$1.75M
4
CAVA icon
CAVA Group
CAVA
+$1.51M
5
INTU icon
Intuit
INTU
+$1.45M

Top Sells

1
+$3.23M
2
+$2.62M
3
+$1.42M
4
NVO
Novo Nordisk
NVO
+$1.05M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$789K

Sector Composition

1 Technology 27.66%
2 Financials 16.03%
3 Consumer Discretionary 12.38%
4 Industrials 10.31%
5 Communication Services 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.18M 0.4%
72,758
+6,380
52
$4.66M 0.36%
164,731
-1,320
53
$4.59M 0.35%
26,866
-993
54
$3.86M 0.3%
199,463
+6,386
55
$3.74M 0.29%
3,034
-86
56
$3.55M 0.27%
42,555
-9,853
57
$3.53M 0.27%
87,253
-167
58
$3.28M 0.25%
45,004
-594
59
$3.28M 0.25%
67,832
+59,621
60
$3.14M 0.24%
47,311
+434
61
$3.04M 0.23%
31,076
+5,814
62
$2.94M 0.23%
266,253
-221
63
$2.83M 0.22%
15,885
-185
64
$2.8M 0.22%
83,205
-4,187
65
$2.79M 0.22%
222,357
+22,475
66
$2.79M 0.22%
34,568
-1,140
67
$2.77M 0.21%
23,656
+8,608
68
$2.71M 0.21%
8,583
+1,329
69
$2.61M 0.2%
201,353
+13,536
70
$2.53M 0.19%
8,981
-25
71
$2.43M 0.19%
54,007
+1,652
72
$2.26M 0.17%
3
73
$2.23M 0.17%
180,380
+4,952
74
$2.15M 0.17%
62,533
+5,280
75
$2.04M 0.16%
18,718
1 2
3
4 5