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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
$823M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$911K
3
+$338K
4
QCOM icon
Qualcomm
QCOM
+$274K
5
UNH icon
UnitedHealth
UNH
+$268K

Top Sells

1
+$3.64M
2
+$2.82M
3
+$2.16M
4
KMX icon
CarMax
KMX
+$1.56M
5
MSFT icon
Microsoft
MSFT
+$1.36M

Sector Composition

1 Technology 22.22%
2 Financials 14.79%
3 Consumer Discretionary 12.56%
4 Industrials 8.43%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$309K 0.04%
3,542
+1,094
127
$306K 0.04%
4,576
-461
128
$295K 0.04%
6,603
+3
129
$288K 0.04%
1,006
130
$287K 0.03%
10,011
131
$282K 0.03%
5,145
-10
132
$281K 0.03%
+2,206
133
$267K 0.03%
2,637
+1
134
$262K 0.03%
+555
135
$258K 0.03%
4,111
136
$256K 0.03%
1,941
-80
137
$256K 0.03%
20,540
-400
138
$254K 0.03%
4,840
-260
139
$251K 0.03%
2,527
-377
140
$247K 0.03%
5,129
141
$245K 0.03%
4,850
142
$239K 0.03%
+2,474
143
$238K 0.03%
1,318
-18
144
$236K 0.03%
+3,055
145
$231K 0.03%
908
146
$229K 0.03%
1,506
-445
147
$229K 0.03%
179
148
$222K 0.03%
+2,090
149
$221K 0.03%
7,364
-21
150
$216K 0.03%
1,294
3 4 5
6
7