BEI

Benjamin Edwards Inc Portfolio holdings

AUM $8.85B
1-Year Est. Return 13.69%
This Quarter Est. Return
1 Year Est. Return
+13.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$520M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.6M
3
+$1.59M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$1.56M
5
AAPL icon
Apple
AAPL
+$1.48M

Top Sells

1
+$2.54M
2
+$1.83M
3
+$1.56M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$1.39M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.39M

Sector Composition

1 Technology 22.06%
2 Industrials 10.02%
3 Healthcare 8.79%
4 Consumer Discretionary 7.75%
5 Utilities 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$9K ﹤0.01%
1,222
-465
627
$9K ﹤0.01%
159
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628
$8K ﹤0.01%
181
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629
$8K ﹤0.01%
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$8K ﹤0.01%
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631
$8K ﹤0.01%
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$7K ﹤0.01%
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633
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95
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635
$7K ﹤0.01%
400
636
$7K ﹤0.01%
328
637
$6K ﹤0.01%
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638
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639
$6K ﹤0.01%
79
640
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$5K ﹤0.01%
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$5K ﹤0.01%
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646
$5K ﹤0.01%
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$5K ﹤0.01%
212
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$4K ﹤0.01%
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649
$4K ﹤0.01%
31
-21
650
$4K ﹤0.01%
98
24 25
26
27 28