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
726
$83K 0.01%
914
727
$83K 0.01%
2,000
728
$83K 0.01%
+2,270
729
$83K 0.01%
2,200
-200
730
$82K 0.01%
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731
$82K 0.01%
2,300
-1,750
732
$82K 0.01%
750
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733
$82K 0.01%
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734
$81K 0.01%
1,050
+250
735
$81K 0.01%
3,250
-100
736
$81K 0.01%
1,443
-23
737
$81K 0.01%
2,151
-747
738
$80K 0.01%
6,248
-703
739
$79K 0.01%
330
+30
740
$79K 0.01%
+2,874
741
$79K 0.01%
1,666
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742
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744
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1,300
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745
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1,525
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746
$77K 0.01%
984
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747
$76K 0.01%
4,645
-10,422
748
$75K 0.01%
1,848
-300
749
$75K 0.01%
+3,612
750
$75K 0.01%
+2,407
28 29
30
31 32