BFEC
Benjamin F. Edwards & Company Portfolio holdings
AUM
$5.69B
1-Year Est. Return
15.37%
1 Year Est. Return
+15.37%
AUM
$5.69B
AUM Growth
+$183M
(+3.3%)
Holding
2,276
Top Buys
| 1 | +$45.3M | |
| 2 | +$26.3M | |
| 3 | +$24.8M | |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$23.8M |
| 5 |
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
|
+$20.7M |
Top Sells
| 1 | +$38.3M | |
| 2 | +$29.6M | |
| 3 | +$18.9M | |
| 4 |
Air Products & Chemicals
APD
|
+$18.3M |
| 5 |
SPDR S&P 400 Mid Cap Value ETF
MDYV
|
+$15.8M |
Sector Composition
| 1 | Technology | 14.59% |
| 2 | Industrials | 8.14% |
| 3 | Healthcare | 7.69% |
| 4 | Financials | 6.55% |
| 5 | Consumer Discretionary | 6.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2276
Energous
WATT
$17.6M
| – | – |
0
|
|