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BFEC

Benjamin F. Edwards & Company Portfolio holdings

AUM $5.69B
1-Year Est. Return 15.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$270M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.58M
3
+$3.09M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.12M
5
IYW icon
iShares US Technology ETF
IYW
+$1.2M

Top Sells

1
+$4.64M
2
+$3.3M
3
+$2.8M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.99M
5
IAU icon
iShares Gold Trust
IAU
+$1.94M

Sector Composition

1 Industrials 7.04%
2 Consumer Staples 6.49%
3 Healthcare 5.27%
4 Energy 5.24%
5 Consumer Discretionary 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$4K ﹤0.01%
200
727
$4K ﹤0.01%
97
728
$4K ﹤0.01%
106
729
$4K ﹤0.01%
81
730
$4K ﹤0.01%
79
-14
731
$4K ﹤0.01%
+500
732
$4K ﹤0.01%
200
-52,078
733
$4K ﹤0.01%
80
734
$4K ﹤0.01%
34
-127
735
$4K ﹤0.01%
600
-500
736
$4K ﹤0.01%
100
737
$4K ﹤0.01%
61
738
$4K ﹤0.01%
100
739
$3K ﹤0.01%
167
740
$3K ﹤0.01%
32
-131
741
$3K ﹤0.01%
430
742
$3K ﹤0.01%
400
743
$3K ﹤0.01%
336
744
$3K ﹤0.01%
80
745
$3K ﹤0.01%
300
746
$3K ﹤0.01%
165
-181
747
$3K ﹤0.01%
+74
748
$3K ﹤0.01%
30
749
$3K ﹤0.01%
30
750
$3K ﹤0.01%
49
28 29
30
31 32