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

Top Buys

1
+$3.94M
2
+$3.69M
3
+$1.37M
4
AAPL icon
Apple
AAPL
+$1.27M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$1.22M

Top Sells

1
+$4M
2
+$3.8M
3
+$2.15M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.53M
5
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$1.19M

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
526
$45K 0.01%
1,734
-1,000
527
$44K 0.01%
3,550
+2,550
528
$44K 0.01%
1,262
529
$44K 0.01%
577
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530
$44K 0.01%
2,354
+15
531
$44K 0.01%
987
532
$44K 0.01%
+23
533
$43K 0.01%
651
534
$43K 0.01%
1,185
535
$43K 0.01%
746
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536
$43K 0.01%
625
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537
$43K 0.01%
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538
$43K 0.01%
533
539
$43K 0.01%
758
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540
$42K 0.01%
1,400
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541
$42K 0.01%
300
542
$42K 0.01%
2,810
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543
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545
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546
$41K 0.01%
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547
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4,290
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548
$41K 0.01%
5,200
549
$41K 0.01%
1,900
+900
550
$41K 0.01%
840
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