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
376
$375K 0.04%
8,183
377
$374K 0.04%
17,176
+1,044
378
$373K 0.04%
2,794
+305
379
$368K 0.04%
4,620
-1,168
380
$366K 0.04%
5,410
-11,746
381
$361K 0.04%
8,323
-4,156
382
$361K 0.04%
6,233
+83
383
$360K 0.04%
7,647
-249
384
$354K 0.03%
6,037
-275
385
$353K 0.03%
24,271
+5,071
386
$353K 0.03%
3,936
+705
387
$351K 0.03%
4,605
+504
388
$351K 0.03%
7,227
+5,940
389
$351K 0.03%
13,565
+2,493
390
$351K 0.03%
8,780
-4,811
391
$350K 0.03%
1,543
392
$349K 0.03%
3,141
-79
393
$348K 0.03%
3,214
+21
394
$345K 0.03%
8,198
+551
395
$345K 0.03%
4,524
+634
396
$342K 0.03%
8,780
+800
397
$340K 0.03%
11,667
+225
398
$339K 0.03%
8,841
+1,246
399
$339K 0.03%
10,143
+2,609
400
$338K 0.03%
5,023
+2,063
14 15
16
17 18