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
551
$29K 0.01%
860
-1,500
552
$29K 0.01%
+800
553
$28K 0.01%
2,000
554
$28K 0.01%
+900
555
$28K 0.01%
240
556
$28K 0.01%
+2,600
557
$28K 0.01%
+1,400
558
$27K 0.01%
+500
559
$27K 0.01%
1,860
560
$27K 0.01%
730
+306
561
$27K 0.01%
+2,000
562
$27K 0.01%
953
563
$27K 0.01%
1,600
564
$26K 0.01%
756
565
$26K 0.01%
+989
566
$26K 0.01%
422
+39
567
$26K 0.01%
2,407
-43,458
568
$26K 0.01%
450
569
$26K 0.01%
321
570
$26K 0.01%
250
571
$25K 0.01%
376
572
$25K 0.01%
236
573
$25K 0.01%
1,200
574
$25K 0.01%
640
575
$25K 0.01%
322
-2
21 22
23
24 25