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
701
$90K 0.01%
1,921
+11
702
$90K 0.01%
+2,570
703
$89K 0.01%
867
+589
704
$89K 0.01%
+1,153
705
$89K 0.01%
2,252
+137
706
$89K 0.01%
958
-50
707
$88K 0.01%
2,898
708
$88K 0.01%
+1,785
709
$88K 0.01%
657
+93
710
$87K 0.01%
1,876
-12
711
$87K 0.01%
2,831
712
$87K 0.01%
1,505
-91
713
$87K 0.01%
1,000
714
$86K 0.01%
6,850
715
$85K 0.01%
517
+1
716
$85K 0.01%
710
-57
717
$85K 0.01%
1,910
718
$85K 0.01%
+3,370
719
$84K 0.01%
3,200
-300
720
$84K 0.01%
2,195
-5
721
$84K 0.01%
795
722
$84K 0.01%
6,280
-2,200
723
$84K 0.01%
1,858
+354
724
$84K 0.01%
2,796
-598
725
$84K 0.01%
+1,834
27 28
29
30 31