EI

EDMP Inc Portfolio holdings

AUM $122M
1-Year Est. Return 24.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$283K
2 +$277K
3 +$206K
4
TRV icon
Travelers Companies
TRV
+$202K
5
TKR icon
Timken Company
TKR
+$192K

Top Sells

1 +$128K
2 +$44.5K
3 +$41.1K
4
FL
Foot Locker
FL
+$33.5K
5
AVGO icon
Broadcom
AVGO
+$32.2K

Sector Composition

1 Healthcare 25.31%
2 Technology 18.09%
3 Financials 11.84%
4 Industrials 10.47%
5 Consumer Discretionary 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$195K 0.16%
10,858