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
576
$148K 0.01%
4,948
577
$147K 0.01%
+2,325
578
$147K 0.01%
2,519
579
$146K 0.01%
5,000
580
$146K 0.01%
2,000
581
$146K 0.01%
3,726
+825
582
$145K 0.01%
6,593
-2,575
583
$144K 0.01%
5,950
584
$143K 0.01%
1,725
+1,000
585
$143K 0.01%
5,870
+343
586
$142K 0.01%
2,781
+2,129
587
$141K 0.01%
2,500
-352
588
$141K 0.01%
5,890
+2,400
589
$141K 0.01%
1,640
590
$139K 0.01%
2,307
+766
591
$139K 0.01%
1,400
+1,186
592
$138K 0.01%
2,238
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593
$137K 0.01%
1,956
-8,315
594
$137K 0.01%
1,364
-14
595
$135K 0.01%
2,514
596
$134K 0.01%
2,750
-900
597
$134K 0.01%
+2,345
598
$134K 0.01%
2,573
+46
599
$133K 0.01%
7,717
-37
600
$133K 0.01%
489
+49
22 23
24
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