BFEC

Benjamin F. Edwards & Company Portfolio holdings

AUM $5.69B
1-Year Est. Return 15.37%
This Quarter Est. Return
1 Year Est. Return
+15.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$566M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,201
New
Increased
Reduced
Closed

Top Buys

1
+$6.83M
2
+$5.41M
3
+$2.66M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.98M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.91M

Top Sells

1
+$7.03M
2
+$4.52M
3
+$2.9M
4
WMT icon
Walmart
WMT
+$1.41M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.2M

Sector Composition

1 Healthcare 6.91%
2 Industrials 6.1%
3 Consumer Staples 5.56%
4 Technology 5.47%
5 Consumer Discretionary 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$32K 0.01%
+1,595
627
$31K 0.01%
100
628
$31K 0.01%
1,258
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629
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630
$31K 0.01%
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631
$30K 0.01%
1,052
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632
$30K 0.01%
511
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633
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635
$30K 0.01%
652
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$29K 0.01%
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637
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275
648
$28K 0.01%
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$28K 0.01%
580
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650
$28K 0.01%
450
24 25
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27 28