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
726
$104K 0.01%
+4,300
727
$104K 0.01%
7,500
728
$104K 0.01%
5,940
-372
729
$103K 0.01%
2,303
-8,596
730
$103K 0.01%
1,425
+227
731
$103K 0.01%
3,887
732
$103K 0.01%
985
733
$102K 0.01%
984
734
$102K 0.01%
3,534
-1,550
735
$102K 0.01%
5,100
-345
736
$102K 0.01%
3,045
+2,250
737
$102K 0.01%
1,770
+600
738
$102K 0.01%
2,695
+265
739
$102K 0.01%
5,136
-115
740
$102K 0.01%
1,819
+58
741
$101K 0.01%
2,113
+178
742
$101K 0.01%
5,500
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743
$101K 0.01%
3,112
744
$100K 0.01%
475
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745
$100K 0.01%
5,703
+103
746
$100K 0.01%
2,087
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747
$99K 0.01%
2,167
-466
748
$99K 0.01%
+4,037
749
$97K 0.01%
5,824
+2,987
750
$97K 0.01%
1,311
28 29
30
31 32