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
$94.5M
AUM Growth
-$856K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$1.65M
2 +$494K
3 +$384K
4
ADM icon
Archer Daniels Midland
ADM
+$356K
5
WU icon
Western Union
WU
+$293K

Top Sells

1 +$2.44M
2 +$2.12M
3 +$245K
4
VTR icon
Ventas
VTR
+$68.4K
5
CVX icon
Chevron
CVX
+$64.2K

Sector Composition

1 Healthcare 30.42%
2 Technology 14.5%
3 Financials 11.84%
4 Consumer Discretionary 11.34%
5 Real Estate 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$277K 0.29%
2,133
52
$207K 0.22%
+4,688
53
-3,962
54
-10,183
55
-13,252