BFEC
Benjamin F. Edwards & Company Portfolio holdings
AUM
$5.69B
1-Year Return
15.37%
This Quarter Return
+3.01%
1 Year Return
+15.37%
3 Year Return
+19.74%
5 Year Return
+83.07%
10 Year Return
+161.98%
AUM
$483M
AUM Growth
+$19.5M
(+4.2%)
Cap. Flow
+$10M
Cap. Flow
% of AUM
2.08%
Top 10 Holdings %
Top 10 Hldgs %
22.62%
Holding
1,278
New
53
Increased
324
Reduced
318
Closed
176
Top Buys
Top Sells
| 1 |
First Trust Health Care AlphaDEX Fund
FXH
|
+$4M |
| 2 |
First Trust NYSE Arca Biotechnology Index Fund
FBT
|
+$3.8M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$2.15M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
+$1.53M |
| 5 |
First Trust Dorsey Wright Focus 5 ETF
FV
|
+$1.19M |
Sector Composition
| 1 | Consumer Staples | 6.52% |
| 2 | Industrials | 6.43% |
| 3 | Healthcare | 6.15% |
| 4 | Technology | 5.33% |
| 5 | Consumer Discretionary | 4.33% |
