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
$102M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$3.75M
2 +$381K
3 +$372K
4
OHI icon
Omega Healthcare
OHI
+$343K
5
IBM icon
IBM
IBM
+$306K

Top Sells

1 +$2.15M
2 +$237K
3 +$208K
4
GE icon
GE Aerospace
GE
+$125K
5
NEE icon
NextEra Energy
NEE
+$83.1K

Sector Composition

1 Technology 22.84%
2 Healthcare 20.47%
3 Financials 17.11%
4 Real Estate 11.22%
5 Consumer Staples 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-3,434
52
-2,170
53
-68,057