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
676
$98K 0.01%
532
677
$97K 0.01%
7,693
+47
678
$97K 0.01%
1,755
+150
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967
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$96K 0.01%
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681
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682
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2,094
-7,737
684
$95K 0.01%
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685
$95K 0.01%
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686
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2,619
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687
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688
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689
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1,245
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$92K 0.01%
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694
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695
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85
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696
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2,125
-3,350
697
$91K 0.01%
3,000
698
$91K 0.01%
3,942
-100
699
$91K 0.01%
5,566
700
$91K 0.01%
1,784
+1
26 27
28
29 30