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
$2.63B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,879
New
Increased
Reduced
Closed

Top Buys

1 +$52.1M
2 +$22.3M
3 +$20.4M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$10.2M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$9.79M

Sector Composition

1 Technology 9.04%
2 Healthcare 4.36%
3 Industrials 4.32%
4 Financials 3.84%
5 Consumer Discretionary 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1501
$6K ﹤0.01%
217
+2
1502
$6K ﹤0.01%
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1503
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1504
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1505
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1506
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1507
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50
1508
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739
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1509
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1510
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1511
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+6
1512
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1513
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1514
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1515
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1516
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1517
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1519
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1520
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1521
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1522
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1523
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1,000
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1524
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1525
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