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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
126
$544K 0.04%
+3,904
127
$533K 0.04%
1,442
128
$498K 0.04%
3,797
+255
129
$453K 0.04%
1,490
+36
130
$438K 0.03%
3,267
+51
131
$432K 0.03%
2,661
132
$428K 0.03%
+11,497
133
$411K 0.03%
516
134
$408K 0.03%
2,215
-80
135
$394K 0.03%
657
+182
136
$390K 0.03%
5,310
137
$388K 0.03%
4,618
-39,189
138
$384K 0.03%
2,092
139
$380K 0.03%
+15,052
140
$378K 0.03%
567
+64
141
$376K 0.03%
2,260
-19
142
$375K 0.03%
+1,866
143
$372K 0.03%
5,626
144
$366K 0.03%
6,910
+1,250
145
$361K 0.03%
21,020
+400
146
$357K 0.03%
5,105
147
$344K 0.03%
2,419
+909
148
$341K 0.03%
10,783
+100
149
$336K 0.03%
2,651
+288
150
$320K 0.02%
4,360
4 5
6
7 8