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
576
$24K 0.01%
+250
577
$24K 0.01%
251
578
$24K 0.01%
1,527
579
$24K 0.01%
500
580
$24K 0.01%
280
581
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300
-1,100
582
$23K 0.01%
1,000
583
$23K 0.01%
1,691
+441
584
$23K 0.01%
450
585
$23K 0.01%
900
586
$23K 0.01%
2,100
587
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3,118
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588
$22K 0.01%
2,273
+1,198
589
$22K 0.01%
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590
$22K 0.01%
+685
591
$22K 0.01%
596
592
$22K 0.01%
872
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593
$22K 0.01%
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594
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595
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596
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200
597
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300
598
$22K 0.01%
300
599
$22K 0.01%
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600
$22K 0.01%
1,656
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22 23
24
25 26