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BFEC

Benjamin F. Edwards & Company Portfolio holdings

AUM $5.69B
1-Year Est. Return 15.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$513M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$3.13M
3
+$3.05M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.43M
5
FXN icon
First Trust Energy AlphaDEX Fund
FXN
+$2.36M

Top Sells

1
+$3.81M
2
+$3.35M
3
+$2.25M
4
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$2.11M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$1.19M

Sector Composition

1 Healthcare 6.51%
2 Consumer Staples 6.39%
3 Industrials 6.19%
4 Technology 5.01%
5 Consumer Discretionary 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$91K 0.02%
16,047
-312
427
$91K 0.02%
3,700
-600
428
$89K 0.02%
1,528
+770
429
$88K 0.02%
2,968
-29,199
430
$88K 0.02%
2,500
431
$87K 0.02%
91
+56
432
$87K 0.02%
10,269
+23
433
$87K 0.02%
1,561
-12
434
$85K 0.02%
2,142
435
$85K 0.02%
5,407
+900
436
$84K 0.02%
4,473
-2,505
437
$84K 0.02%
6,000
438
$83K 0.02%
2,399
-1,012
439
$83K 0.02%
2,360
-909
440
$82K 0.02%
3,019
-1,497
441
$81K 0.02%
1,885
+1,185
442
$81K 0.02%
+438
443
$80K 0.02%
697
+134
444
$79K 0.02%
4,398
-6
445
$79K 0.02%
660
-31
446
$78K 0.02%
612
+12
447
$78K 0.02%
2,514
448
$78K 0.02%
3,090
+2,082
449
$78K 0.02%
3,298
-191
450
$77K 0.02%
2,600
-1,200
16 17
18
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