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
476
$50K 0.01%
885
+150
477
$49K 0.01%
1,450
478
$49K 0.01%
1,412
479
$48K 0.01%
2,876
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480
$47K 0.01%
2,519
481
$46K 0.01%
5,700
+1,300
482
$45K 0.01%
800
483
$45K 0.01%
900
484
$45K 0.01%
+397
485
$44K 0.01%
698
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486
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1,000
-500
487
$44K 0.01%
+2,300
488
$44K 0.01%
919
489
$44K 0.01%
2,000
490
$44K 0.01%
2,700
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491
$43K 0.01%
1,925
492
$43K 0.01%
36
493
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1,300
494
$43K 0.01%
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495
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496
$42K 0.01%
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497
$42K 0.01%
1,630
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$42K 0.01%
1,600
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499
$42K 0.01%
922
+150
500
$42K 0.01%
508
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