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
$101M
AUM Growth
+$6.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$145K
2 +$112K
3 +$58.7K
4
RY icon
Royal Bank of Canada
RY
+$30.3K
5
OMC icon
Omnicom Group
OMC
+$29.5K

Top Sells

1 +$375K
2 +$204K
3 +$194K
4
PFE icon
Pfizer
PFE
+$180K
5
INTC icon
Intel
INTC
+$147K

Sector Composition

1 Healthcare 32.18%
2 Technology 14.88%
3 Financials 11.91%
4 Consumer Discretionary 10.72%
5 Real Estate 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$255K 0.25%
5,073
-1,045
52
$248K 0.25%
4,688
53
$145K 0.14%
+10,690