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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
176
$236K 0.02%
+3,200
177
$235K 0.02%
2,848
-25
178
$228K 0.02%
464
+4
179
$227K 0.02%
+1,356
180
$225K 0.02%
6,914
-256
181
$224K 0.02%
1,952
182
$223K 0.02%
1,600
183
$223K 0.02%
1,850
+30
184
$219K 0.02%
+905
185
$215K 0.02%
825
-18
186
$213K 0.02%
+2,598
187
$211K 0.02%
4,500
+50
188
$210K 0.02%
110
-40
189
$208K 0.02%
+1,097
190
$208K 0.02%
+1,650
191
– –
-3,158
192
– –
-986
193
– –
-6,472
194
– –
-15,190
4 5 6 7
8