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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
151
$211K 0.03%
+4,112
152
$207K 0.03%
+1,600
153
$206K 0.03%
1,793
154
$204K 0.02%
11,380
-1,100
155
$202K 0.02%
+953
156
– –
-3,618
157
– –
-1,952
158
– –
-13,259
159
– –
-8,848
160
– –
-2,720
161
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-9,037
162
– –
-25,675
163
– –
-10,000
164
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-3,093
165
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-24,600
166
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-15,229
167
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-1,864
168
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-1,713
169
– –
-16,702
170
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-47,124
171
– –
-15,052
172
– –
-2,600
173
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-13,801
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