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BFEC
Benjamin F. Edwards & Company Portfolio holdings
AUM
$5.69B
1-Year Est. Return
15.37%
This Fund
S&P 500
1 Year Est. Return
+15.37%
AUM
$1.49B
AUM Growth
+$114M
(+8.3%)
Holding
1,817
Top Buys
| 1 | +$12.8M | |
| 2 | +$8.61M | |
| 3 | +$6.26M | |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$6.25M |
| 5 |
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
|
+$4.63M |
Top Sells
| 1 | +$16.6M | |
| 2 | +$13.7M | |
| 3 | +$7.74M | |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$6.57M |
| 5 |
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
|
+$5.47M |
Sector Composition
| 1 | Technology | 9.35% |
| 2 | Healthcare | 5.67% |
| 3 | Consumer Discretionary | 4.97% |
| 4 | Industrials | 4.94% |
| 5 | Consumer Staples | 4.17% |