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
$830M
AUM Growth
+$64.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,610
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$11M
3
+$8.64M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$8.04M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$6.29M

Top Sells

1
+$9.18M
2
+$8.71M
3
+$6.43M
4
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$6.27M
5
IYF icon
iShares US Financials ETF
IYF
+$4.82M

Sector Composition

1 Healthcare 6.08%
2 Technology 5.59%
3 Industrials 5.47%
4 Consumer Staples 4.93%
5 Consumer Discretionary 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$5K ﹤0.01%
+425
1277
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100
1278
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+150
1279
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155
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1281
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202
-258
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521
+11
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38
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1286
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60
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+500
1288
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116
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1289
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+150
1290
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257
+1
1291
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250
1292
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156
-69
1294
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100
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+200
1296
$5K ﹤0.01%
250
1297
$5K ﹤0.01%
100
1298
$5K ﹤0.01%
572
+312
1299
$5K ﹤0.01%
136
1300
$5K ﹤0.01%
241
50 51
52
53 54