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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
$752M
AUM Growth
-$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$3.48M
3
+$2.05M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.88M
5
FISV
Fiserv Inc
FISV
+$1.61M

Top Sells

1
+$9.61M
2
+$4.62M
3
+$4.3M
4
CMP icon
Compass Minerals
CMP
+$3.43M
5
ORAN
Orange
ORAN
+$1.76M

Sector Composition

1 Technology 19.65%
2 Financials 14.22%
3 Consumer Discretionary 12.69%
4 Healthcare 9.79%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-21,976
152
– –
-6,845
153
– –
-14,690
154
– –
-179
155
– –
-88,816
156
– –
-14,202
157
– –
-44,040
158
– –
-4,255
3 4 5 6
7