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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
151
$319K 0.02%
852
152
$301K 0.02%
3,847
-1,282
153
$301K 0.02%
907
-31
154
$296K 0.02%
1,049
+60
155
$292K 0.02%
3,342
+22
156
$291K 0.02%
1,915
157
$281K 0.02%
3,357
+435
158
$280K 0.02%
+1,585
159
$280K 0.02%
+2,000
160
$277K 0.02%
+4,414
161
$271K 0.02%
+1,227
162
$267K 0.02%
4,054
163
$263K 0.02%
+2,126
164
$260K 0.02%
2,153
165
$259K 0.02%
+543
166
$259K 0.02%
10,011
167
$257K 0.02%
60
168
$257K 0.02%
2,413
-23
169
$255K 0.02%
2,697
+97
170
$252K 0.02%
1,790
171
$251K 0.02%
763
+3
172
$251K 0.02%
1,231
+21
173
$247K 0.02%
1,770
174
$246K 0.02%
+820
175
$245K 0.02%
+1,345
4 5 6
7
8