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
$1.28B
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,049
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$7.3M
3
+$6.41M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$5.69M
5
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$5.51M

Top Sells

1
+$6.4M
2
+$5.75M
3
+$4.63M
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$4.58M
5
FTSD icon
Franklin Short Duration US Government ETF
FTSD
+$4.4M

Sector Composition

1 Technology 6.89%
2 Healthcare 5.73%
3 Industrials 5.66%
4 Financials 4.76%
5 Consumer Staples 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$362K 0.03%
9,728
+236
427
$358K 0.03%
2,122
-51
428
$354K 0.03%
47,322
-12,444
429
$354K 0.03%
4,467
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430
$353K 0.03%
27,434
+22,159
431
$353K 0.03%
31,040
-13,070
432
$350K 0.03%
+14,063
433
$350K 0.03%
+3,000
434
$350K 0.03%
12,629
-3,065
435
$349K 0.03%
12,463
-9,252
436
$348K 0.03%
7,434
-38
437
$347K 0.03%
36,272
+5,846
438
$347K 0.03%
16,850
+756
439
$346K 0.03%
5,338
-68
440
$346K 0.03%
13,695
+1,726
441
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13,210
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442
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9,035
-4,240
443
$342K 0.03%
3,325
-1,480
444
$341K 0.03%
8,274
+5,976
445
$339K 0.03%
+9,200
446
$338K 0.03%
2,517
+1,849
447
$338K 0.03%
3,471
-60
448
$335K 0.03%
3,348
+2,975
449
$335K 0.03%
4,155
450
$333K 0.03%
11,990
+816
16 17
18
19 20