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
$680M
AUM Growth
+$69.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,422
New
Increased
Reduced
Closed

Top Sells

1 +$7.15M
2 +$7.05M
3 +$6.89M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$6.48M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$4.75M

Sector Composition

1 Healthcare 6.53%
2 Industrials 6.21%
3 Technology 6.08%
4 Consumer Staples 5.88%
5 Consumer Discretionary 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$9K ﹤0.01%
1,000
1027
$9K ﹤0.01%
125
+85
1028
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241
+1
1029
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1030
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90
1031
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200
1032
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39
+14
1033
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285
+85
1034
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+1,000
1035
$9K ﹤0.01%
100
1036
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900
+750
1037
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+173
1038
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750
1039
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200
1040
$9K ﹤0.01%
101
+6
1041
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1042
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493
+299
1043
$9K ﹤0.01%
190
-310
1044
$9K ﹤0.01%
610
+410
1045
$9K ﹤0.01%
+412
1046
$9K ﹤0.01%
+300
1047
$9K ﹤0.01%
360
1048
$9K ﹤0.01%
+500
1049
$9K ﹤0.01%
740
1050
$9K ﹤0.01%
7,000