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
1101
$7K ﹤0.01%
202
1102
$7K ﹤0.01%
400
-600
1103
$7K ﹤0.01%
+31
1104
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1105
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+300
1106
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1107
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+250
1108
$6K ﹤0.01%
1,000
1109
$6K ﹤0.01%
120
1110
$6K ﹤0.01%
63
1111
$6K ﹤0.01%
75
1112
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1113
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100
1114
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1115
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180
1116
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500
1117
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1118
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1119
$6K ﹤0.01%
208
+1
1120
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255
+1
1121
$6K ﹤0.01%
208
1122
$6K ﹤0.01%
100
1123
$6K ﹤0.01%
400
1124
$6K ﹤0.01%
250
1125
$6K ﹤0.01%
250