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
$1.17B
AUM Growth
-$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,967
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$6.45M
3
+$5.3M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$5.04M
5
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$4.18M

Top Sells

1
+$8.23M
2
+$7.98M
3
+$5.03M
4
FYC icon
First Trust Small Cap Growth AlphaDEX Fund
FYC
+$4.37M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.85M

Sector Composition

1 Technology 7.85%
2 Healthcare 6.35%
3 Industrials 4.66%
4 Consumer Staples 4.46%
5 Financials 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$88K 0.01%
3,010
-249
727
$88K 0.01%
2,000
-1,000
728
$88K 0.01%
1,401
-3,884
729
$87K 0.01%
2,436
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730
$87K 0.01%
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-495
731
$87K 0.01%
1,900
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732
$86K 0.01%
489
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733
$85K 0.01%
805
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734
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735
$85K 0.01%
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736
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3,120
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737
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4,628
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738
$84K 0.01%
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739
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740
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745
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60
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$80K 0.01%
3,346
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750
$80K 0.01%
1,701
28 29
30
31 32