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
551
$170K 0.02%
1,800
+330
552
$169K 0.02%
2,663
-315
553
$168K 0.02%
6,404
+1,146
554
$167K 0.02%
2,646
555
$167K 0.02%
7,372
556
$165K 0.02%
1,954
+189
557
$164K 0.02%
1,434
-642
558
$163K 0.02%
2,200
-1,700
559
$163K 0.02%
2,450
+400
560
$162K 0.02%
4,832
-17,703
561
$161K 0.02%
3,366
+217
562
$160K 0.02%
12,730
-850
563
$159K 0.02%
1,200
+100
564
$159K 0.02%
1,500
565
$158K 0.02%
5,549
+4,649
566
$157K 0.02%
3,250
+3,000
567
$157K 0.02%
2,298
+307
568
$156K 0.02%
5,699
569
$154K 0.02%
6,793
570
$153K 0.02%
2,678
571
$153K 0.02%
1,065
-264
572
$153K 0.02%
8,443
573
$152K 0.02%
3,619
-1,700
574
$151K 0.01%
2,426
575
$150K 0.01%
2,584
+3
21 22
23
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