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
$1.02B
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,712
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$6.81M
3
+$6.52M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$5.6M
5
TCTL
Premise Capital Diversified Tactical ETF
TCTL
+$4.1M

Top Sells

1
+$5.9M
2
+$5.51M
3
+$4.47M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.81M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$3.64M

Sector Composition

1 Technology 6.15%
2 Industrials 5.06%
3 Healthcare 5.06%
4 Consumer Staples 4.15%
5 Financials 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$441K 0.04%
13,634
+915
352
$439K 0.04%
8,272
353
$438K 0.04%
2,145
-142
354
$433K 0.04%
9,425
+259
355
$429K 0.04%
12,226
+12,126
356
$426K 0.04%
1,683
+50
357
$422K 0.04%
10,089
-4,203
358
$416K 0.04%
5,384
-1,435
359
$415K 0.04%
14,915
-17,485
360
$415K 0.04%
7,275
+769
361
$415K 0.04%
2,458
-153
362
$413K 0.04%
2,371
+196
363
$413K 0.04%
18,540
+1,516
364
$402K 0.04%
9,281
+973
365
$402K 0.04%
10,505
+1,515
366
$397K 0.04%
1,799
+76
367
$397K 0.04%
2,379
+1,877
368
$393K 0.04%
6,061
+103
369
$391K 0.04%
6,027
+519
370
$385K 0.04%
5,329
+648
371
$385K 0.04%
7,973
+3,222
372
$382K 0.04%
7,365
+3,283
373
$379K 0.04%
1,963
+32
374
$377K 0.04%
10,731
375
$377K 0.04%
1,552
-32
13 14
15
16 17