BEI
Benjamin Edwards Inc Portfolio holdings
AUM
$7.85B
1-Year Return
16.18%
This Quarter Return
+11.49%
1 Year Return
+16.18%
3 Year Return
+63.42%
5 Year Return
+108.09%
10 Year Return
–
AUM
$20.9M
AUM Growth
–
Cap. Flow
+$20.9M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
30.22%
Holding
275
New
275
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 10.02% |
| 2 | Financials | 7.99% |
| 3 | Industrials | 6.15% |
| 4 | Technology | 5.95% |
| 5 | Healthcare | 5.28% |
