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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
This Quarter Est. Return
1 Year Est. Return
+15.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$463M
AUM Growth
+$7.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,319
New
Increased
Reduced
Closed

Top Buys

1
+$4.05M
2
+$3.21M
3
+$2.98M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.95M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.85M

Top Sells

1
+$8.17M
2
+$4.26M
3
+$2.92M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.76M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$2.64M

Sector Composition

1 Healthcare 6.36%
2 Consumer Staples 6.22%
3 Industrials 5.92%
4 Technology 4.91%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$171K 0.04%
3,948
+712
327
$171K 0.04%
949
+34
328
$171K 0.04%
912
+145
329
$170K 0.04%
2,864
+7
330
$167K 0.04%
12,090
+174
331
$167K 0.04%
1,479
+33
332
$166K 0.04%
4,999
-309
333
$166K 0.04%
2,575
334
$165K 0.04%
23,633
335
$161K 0.03%
5,342
-781
336
$159K 0.03%
3,190
-4,006
337
$159K 0.03%
14,175
-18,370
338
$159K 0.03%
11,504
+3,977
339
$159K 0.03%
12,815
-785
340
$157K 0.03%
3,000
341
$156K 0.03%
720
+1
342
$156K 0.03%
6,035
-5,300
343
$155K 0.03%
820
+4
344
$155K 0.03%
6,486
+5,301
345
$154K 0.03%
3,670
-230
346
$153K 0.03%
4,753
+3,001
347
$153K 0.03%
3,260
348
$152K 0.03%
3,210
-522
349
$152K 0.03%
3,640
350
$152K 0.03%
1,942
-177
12 13
14
15 16