BFEC
Benjamin F. Edwards & Company Portfolio holdings
AUM
$5.69B
This Quarter Return
+7.44%
1 Year Return
+15.37%
3 Year Return
+19.74%
5 Year Return
+83.07%
10 Year Return
+161.98%
AUM
$5.51B
AUM Growth
+$5.51B
(+10%)
Cap. Flow
+$214M
Cap. Flow
% of AUM
3.88%
Top 10 Holdings %
Top 10 Hldgs %
15.63%
Holding
2,298
New
187
Increased
857
Reduced
662
Closed
149
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$53.9M |
| 2 |
SPDR Gold MiniShares Trust
GLDM
|
$28M |
| 3 |
iShares BB Rated Corporate Bond ETF
HYBB
|
$25.8M |
| 4 |
T-Mobile US
TMUS
|
$22.4M |
| 5 |
Zoetis
ZTS
|
$22.3M |
Top Sells
Sector Composition
| 1 | Technology | 13% |
| 2 | Industrials | 9.23% |
| 3 | Healthcare | 7.83% |
| 4 | Financials | 6.75% |
| 5 | Consumer Discretionary | 6.11% |
