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
$1.28B
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,049
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$7.3M
3
+$6.41M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$5.69M
5
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$5.51M

Top Sells

1
+$6.4M
2
+$5.75M
3
+$4.63M
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$4.58M
5
FTSD icon
Franklin Short Duration US Government ETF
FTSD
+$4.4M

Sector Composition

1 Technology 6.89%
2 Healthcare 5.73%
3 Industrials 5.66%
4 Financials 4.76%
5 Consumer Staples 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$183K 0.01%
1,236
+936
577
$183K 0.01%
1,439
-7,901
578
$183K 0.01%
7,745
-195
579
$183K 0.01%
13,317
-266
580
$181K 0.01%
3,266
+1,051
581
$181K 0.01%
7,680
582
$180K 0.01%
10,000
583
$179K 0.01%
3,991
-600
584
$178K 0.01%
1,785
585
$178K 0.01%
1,338
+529
586
$178K 0.01%
4,314
+2,010
587
$178K 0.01%
2,115
588
$177K 0.01%
340
+248
589
$176K 0.01%
1,200
+179
590
$176K 0.01%
1,317
-133
591
$176K 0.01%
1,802
+902
592
$175K 0.01%
7,635
+1,111
593
$174K 0.01%
+4,476
594
$174K 0.01%
1,546
+1,036
595
$174K 0.01%
3,863
+1
596
$172K 0.01%
2,250
+1,696
597
$172K 0.01%
3,408
+612
598
$171K 0.01%
5,830
+156
599
$171K 0.01%
3,298
+36
600
$170K 0.01%
+7,085
22 23
24
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