EIA

Edgemoor Investment Advisors Portfolio holdings

AUM $1.16B
1-Year Est. Return 18.56%
This Quarter Est. Return
1 Year Est. Return
+18.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$564M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1 +$21.7M
2 +$18M
3 +$17.7M
4
JNJ icon
Johnson & Johnson
JNJ
+$15.8M
5
XOM icon
Exxon Mobil
XOM
+$15.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.67%
2 Energy 14.4%
3 Healthcare 12.88%
4 Technology 11.01%
5 Industrials 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$232K 0.04%
+3,930
127
$231K 0.04%
+1,075
128
$229K 0.04%
+2,516
129
$215K 0.04%
+27,837
130
$210K 0.04%
+2,453
131
$203K 0.04%
+2,794
132
$201K 0.04%
+6,425
133
$200K 0.04%
+5,167
134
$115K 0.02%
+10,450