EI

EDMP Inc Portfolio holdings

AUM $117M
1-Year Est. Return 24.22%
This Quarter Est. Return
1 Year Est. Return
+24.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.3M
AUM Growth
+$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$3.93M
2 +$3.54M
3 +$216K
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$62.4K
5
ARLP icon
Alliance Resource Partners
ARLP
+$36K

Top Sells

1 +$5.19M
2 +$2.42M
3 +$1.79M
4
V icon
Visa
V
+$107K
5
FI icon
Fiserv
FI
+$99K

Sector Composition

1 Technology 22.22%
2 Healthcare 22.11%
3 Financials 12.51%
4 Industrials 11.36%
5 Consumer Staples 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-88,656
52
-493,872
53
-194,626