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
$1.38B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,864
New
Increased
Reduced
Closed

Top Sells

1 +$27.5M
2 +$26.1M
3 +$24.2M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$20.6M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$16.1M

Sector Composition

1 Technology 9.19%
2 Healthcare 5.68%
3 Industrials 4.66%
4 Consumer Discretionary 4.52%
5 Financials 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$156K 0.01%
1,677
+53
627
$156K 0.01%
1,893
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628
$155K 0.01%
11,869
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$154K 0.01%
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$153K 0.01%
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$152K 0.01%
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634
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635
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1,208
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650
$140K 0.01%
822
+378