BFEC
Benjamin F. Edwards & Company Portfolio holdings
AUM
$5.69B
1-Year Return
15.37%
This Quarter Return
+8.39%
1 Year Return
+15.37%
3 Year Return
+19.74%
5 Year Return
+83.07%
10 Year Return
+161.98%
AUM
$2.23B
AUM Growth
+$232M
(+12%)
Cap. Flow
+$87.3M
Cap. Flow
% of AUM
3.92%
Top 10 Holdings %
Top 10 Hldgs %
22.27%
Holding
1,944
New
105
Increased
598
Reduced
563
Closed
67
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$75.1M |
| 2 |
SPDR S&P 400 Mid Cap Value ETF
MDYV
|
+$55.7M |
| 3 |
iShares BB Rated Corporate Bond ETF
HYBB
|
+$37.3M |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$29.6M |
| 5 |
SPDR S&P 400 Mid Cap Growth ETF
MDYG
|
+$28.3M |
Top Sells
Sector Composition
| 1 | Technology | 6.96% |
| 2 | Healthcare | 5.28% |
| 3 | Financials | 4.38% |
| 4 | Industrials | 4.26% |
| 5 | Consumer Staples | 3.91% |
