BFEC

Benjamin F. Edwards & Company Portfolio holdings

AUM $5.69B
1-Year Est. Return 15.37%
This Quarter Est. Return
1 Year Est. Return
+15.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$957M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,647
New
Increased
Reduced
Closed

Top Buys

1
+$6.64M
2
+$5.58M
3
+$5.55M
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$4.99M
5
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$4.91M

Top Sells

1
+$3.79M
2
+$2.5M
3
+$2.14M
4
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$1.79M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.62M

Sector Composition

1 Technology 5.98%
2 Healthcare 5.42%
3 Industrials 5.24%
4 Consumer Staples 4.82%
5 Consumer Discretionary 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$405K 0.04%
1,589
+103
352
$405K 0.04%
7,663
+983
353
$404K 0.04%
2,166
-13,381
354
$384K 0.04%
1,251
+23
355
$382K 0.04%
18,354
+12,624
356
$382K 0.04%
+10,434
357
$379K 0.04%
10,931
358
$373K 0.04%
9,352
-675
359
$372K 0.04%
17,612
+6,524
360
$371K 0.04%
5,866
+744
361
$369K 0.04%
9,300
-67
362
$369K 0.04%
2,367
+250
363
$367K 0.04%
11,547
+2,001
364
$365K 0.04%
6,417
+212
365
$361K 0.04%
3,080
+1,090
366
$361K 0.04%
1,921
+115
367
$360K 0.04%
1,635
+56
368
$356K 0.04%
5,376
+4,653
369
$352K 0.04%
6,008
+1,158
370
$350K 0.04%
1,494
+16
371
$347K 0.04%
7,086
+14
372
$346K 0.04%
19,450
+19,334
373
$341K 0.04%
1,888
-190
374
$337K 0.04%
23,700
+800
375
$336K 0.04%
11,386
-32,002
13 14
15
16 17