EIA
Edgemoor Investment Advisors Portfolio holdings
AUM
$1.16B
1-Year Return
18.56%
This Quarter Return
+8.93%
1 Year Return
+18.56%
3 Year Return
+82.25%
5 Year Return
+144.57%
10 Year Return
+300.58%
AUM
$809M
AUM Growth
+$65.1M
(+8.8%)
Cap. Flow
+$8.12M
Cap. Flow
% of AUM
1%
Top 10 Holdings %
Top 10 Hldgs %
44.03%
Holding
128
New
9
Increased
33
Reduced
52
Closed
2
Top Buys
| 1 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
$3.51M |
| 2 |
Merck
MRK
|
$2.98M |
| 3 |
Johnson Controls International
JCI
|
$1.99M |
| 4 |
CVS Health
CVS
|
$1.16M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.05M |
Top Sells
Sector Composition
| 1 | Technology | 19.82% |
| 2 | Consumer Discretionary | 15.35% |
| 3 | Financials | 14.35% |
| 4 | Communication Services | 10.39% |
| 5 | Healthcare | 8.17% |