BFEC
Benjamin F. Edwards & Company Portfolio holdings
AUM
$5.69B
1-Year Return
15.37%
This Quarter Return
-0.61%
1 Year Return
+15.37%
3 Year Return
+19.74%
5 Year Return
+83.07%
10 Year Return
+161.98%
AUM
$250M
AUM Growth
–
Cap. Flow
+$250M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
24.42%
Holding
826
New
819
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Real Estate ETF
VNQ
|
+$14M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$7.34M |
| 3 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$6.54M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$6.49M |
| 5 |
iShares US Financials ETF
IYF
|
+$4.96M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 6.65% |
| 2 | Industrials | 6.14% |
| 3 | Healthcare | 5.4% |
| 4 | Energy | 4.89% |
| 5 | Consumer Discretionary | 3.7% |
