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
$394M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$3.49M
3
+$2.87M
4
IYW icon
iShares US Technology ETF
IYW
+$2.21M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.79M

Top Sells

1
+$2.48M
2
+$2.41M
3
+$2.3M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.93M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.93M

Sector Composition

1 Industrials 6.78%
2 Technology 5.24%
3 Consumer Staples 5.05%
4 Healthcare 4.98%
5 Energy 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$88K 0.02%
2,246
-36,558
402
$87K 0.02%
1,496
403
$86K 0.02%
332
+1
404
$86K 0.02%
3,270
405
$86K 0.02%
+920
406
$84K 0.02%
20,000
407
$84K 0.02%
2,121
+10
408
$83K 0.02%
9,775
+2,900
409
$83K 0.02%
1,796
-400
410
$81K 0.02%
2,100
411
$80K 0.02%
3,025
412
$79K 0.02%
788
413
$79K 0.02%
790
+40
414
$79K 0.02%
1,940
415
$79K 0.02%
1,855
+200
416
$79K 0.02%
5,950
-200
417
$77K 0.02%
2,898
418
$77K 0.02%
1,454
419
$76K 0.02%
850
+300
420
$75K 0.02%
6,000
421
$75K 0.02%
5,438
+3,205
422
$74K 0.02%
+810
423
$73K 0.02%
1,790
424
$73K 0.02%
2,050
425
$72K 0.02%
2,514
15 16
17
18 19