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
$1.02B
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,712
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$6.81M
3
+$6.52M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$5.6M
5
TCTL
Premise Capital Diversified Tactical ETF
TCTL
+$4.1M

Top Sells

1
+$5.9M
2
+$5.51M
3
+$4.47M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.81M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$3.64M

Sector Composition

1 Technology 6.15%
2 Industrials 5.06%
3 Healthcare 5.06%
4 Consumer Staples 4.15%
5 Financials 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$235K 0.02%
5,000
477
$235K 0.02%
3,229
-91
478
$234K 0.02%
3,202
+1,249
479
$232K 0.02%
+4,744
480
$229K 0.02%
7,925
-541
481
$228K 0.02%
7,250
-8,538
482
$228K 0.02%
3,641
+30
483
$227K 0.02%
8,205
484
$227K 0.02%
26,846
485
$224K 0.02%
919
+865
486
$223K 0.02%
4,208
-12
487
$223K 0.02%
4,747
+22
488
$222K 0.02%
9,122
-399
489
$222K 0.02%
8,893
+2,771
490
$221K 0.02%
66,489
491
$217K 0.02%
2,613
-80
492
$216K 0.02%
4,742
+194
493
$214K 0.02%
6,298
-3,089
494
$212K 0.02%
2,079
+1
495
$211K 0.02%
4,173
-1,938
496
$208K 0.02%
2,105
-49
497
$206K 0.02%
9,000
498
$206K 0.02%
4,699
499
$205K 0.02%
3,640
500
$204K 0.02%
5,799
18 19
20
21 22