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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
$483M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,278
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$3.67M
3
+$1.24M
4
FXN icon
First Trust Energy AlphaDEX Fund
FXN
+$1.23M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$1.16M

Top Sells

1
+$3.87M
2
+$3.83M
3
+$2.08M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.43M
5
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$1.15M

Sector Composition

1 Consumer Staples 6.52%
2 Industrials 6.43%
3 Healthcare 6.15%
4 Technology 5.33%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.19M 0.87%
63,468
-9,224
27
$4.06M 0.84%
96,084
+3,186
28
$3.87M 0.8%
46,717
+9,756
29
$3.85M 0.8%
50,829
+683
30
$3.82M 0.79%
106,420
+13,087
31
$3.81M 0.79%
45,416
-1,179
32
$3.69M 0.76%
+72,256
33
$3.66M 0.76%
123,768
+600
34
$3.62M 0.75%
53,383
-9,006
35
$3.18M 0.66%
38,048
+4,804
36
$3.08M 0.64%
57,021
+12,723
37
$2.95M 0.61%
49,380
+1,455
38
$2.9M 0.6%
97,848
-18,649
39
$2.88M 0.6%
46,590
+18,020
40
$2.86M 0.59%
45,202
+348
41
$2.75M 0.57%
32,701
+115
42
$2.68M 0.55%
117,207
+35,892
43
$2.62M 0.54%
70,200
+11,980
44
$2.57M 0.53%
16,282
-104
45
$2.56M 0.53%
118,695
-55,036
46
$2.45M 0.51%
23,209
+4,883
47
$2.36M 0.49%
29,295
+6,267
48
$2.29M 0.47%
112,698
-7,784
49
$2.27M 0.47%
41,162
+226
50
$2.11M 0.44%
22,975
+2,796
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