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
651
$143K 0.01%
+5,471
652
$143K 0.01%
2,680
-97
653
$143K 0.01%
3,240
+6
654
$142K 0.01%
943
+689
655
$141K 0.01%
1,572
-1,723
656
$141K 0.01%
5,550
+5,310
657
$140K 0.01%
4,316
-1,256
658
$139K 0.01%
7,641
+1,703
659
$139K 0.01%
1,869
-82
660
$139K 0.01%
5,452
+1,106
661
$139K 0.01%
10,140
+371
662
$137K 0.01%
8,772
-4,084
663
$137K 0.01%
637
-15
664
$137K 0.01%
2,409
-450
665
$136K 0.01%
16,563
-570
666
$133K 0.01%
3,400
+2,400
667
$133K 0.01%
200
668
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3,185
+2,967
669
$132K 0.01%
7,087
+9
670
$131K 0.01%
2,177
+500
671
$130K 0.01%
1,945
-203
672
$129K 0.01%
103
+3
673
$128K 0.01%
999
674
$128K 0.01%
+1,000
675
$128K 0.01%
915
-2,811
25 26
27
28 29