BEI
Benjamin Edwards Inc Portfolio holdings
AUM
$9.03B
1-Year Est. Return
14.56%
This Fund
S&P 500
1 Year Est. Return
+14.56%
AUM
$120M
AUM Growth
+$23.5M
(+24%)
Holding
403
Top Buys
| 1 | +$2.84M | |
| 2 | +$2.59M | |
| 3 | +$1.89M | |
| 4 |
Invesco Preferred ETF
PGX
|
+$1.78M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.62M |
Top Sells
| 1 | +$4.47M | |
| 2 | +$2.86M | |
| 3 | +$1.29M | |
| 4 |
iShares S&P 500 Value ETF
IVE
|
+$1.03M |
| 5 |
Invesco Senior Loan ETF
BKLN
|
+$856K |
Sector Composition
| 1 | Technology | 10.37% |
| 2 | Energy | 7.04% |
| 3 | Industrials | 6.88% |
| 4 | Healthcare | 6.75% |
| 5 | Financials | 6.74% |