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EIA
Edgemoor Investment Advisors Portfolio holdings
AUM
$1.27B
1-Year Est. Return
25.83%
This Fund
S&P 500
1 Year Est. Return
+25.83%
AUM
$1.27B
AUM Growth
-$17.5M
(-1.4%)
Holding
179
Top Buys
| 1 | +$4.13M | |
| 2 | +$2.78M | |
| 3 | +$778K | |
| 4 |
Netflix
NFLX
|
+$669K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$598K |
Top Sells
| 1 | +$1.56M | |
| 2 | +$885K | |
| 3 | +$811K | |
| 4 |
Williams-Sonoma
WSM
|
+$432K |
| 5 |
ServiceNow
NOW
|
+$263K |
Sector Composition
| 1 | Technology | 26.43% |
| 2 | Financials | 14.79% |
| 3 | Consumer Discretionary | 11.16% |
| 4 | Industrials | 10.26% |
| 5 | Communication Services | 9.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Markel Group
MKL
$23B
| – | – |
-95
|
|
||
|
177
ServiceNow
NOW
$107B
| – | – |
-1,717
|
|
||
178
Palantir
PLTR
$313B
| – | – |
-1,235
|
|
||
179
State Street Health Care Select Sector SPDR ETF
XLV
$39.4B
| – | – |
-1,600
|
|