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
626
$19K ﹤0.01%
699
-22
627
$18K ﹤0.01%
380
+250
628
$18K ﹤0.01%
771
629
$18K ﹤0.01%
359
+2
630
$18K ﹤0.01%
234
631
$18K ﹤0.01%
+1,000
632
$18K ﹤0.01%
1,980
+1,550
633
$18K ﹤0.01%
800
634
$18K ﹤0.01%
750
635
$18K ﹤0.01%
2,435
636
$18K ﹤0.01%
607
+386
637
$18K ﹤0.01%
227
-7
638
$18K ﹤0.01%
+1,000
639
$18K ﹤0.01%
450
-150
640
$18K ﹤0.01%
80
641
$18K ﹤0.01%
1,925
642
$17K ﹤0.01%
300
643
$17K ﹤0.01%
+210
644
$17K ﹤0.01%
200
645
$17K ﹤0.01%
+532
646
$17K ﹤0.01%
+589
647
$17K ﹤0.01%
1,640
+1,200
648
$17K ﹤0.01%
195
-360
649
$17K ﹤0.01%
600
650
$17K ﹤0.01%
102
-6
24 25
26
27 28