BFEC
Benjamin F. Edwards & Company Portfolio holdings
AUM
$5.69B
1-Year Return
15.37%
This Quarter Return
+5.08%
1 Year Return
+15.37%
3 Year Return
+19.74%
5 Year Return
+83.07%
10 Year Return
+161.98%
AUM
$2.39B
AUM Growth
+$163M
(+7.3%)
Cap. Flow
+$85.3M
Cap. Flow
% of AUM
3.57%
Top 10 Holdings %
Top 10 Hldgs %
22.75%
Holding
1,949
New
71
Increased
567
Reduced
588
Closed
148
Top Buys
| 1 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$81.9M |
| 2 |
SPDR Gold MiniShares Trust
GLDM
|
+$47.2M |
| 3 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
+$37.4M |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$23.1M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$16.8M |
Top Sells
Sector Composition
| 1 | Technology | 8.04% |
| 2 | Healthcare | 4.6% |
| 3 | Industrials | 4.49% |
| 4 | Financials | 3.96% |
| 5 | Consumer Staples | 3.55% |
