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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
$431M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,085
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$5.17M
3
+$4.36M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.28M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.88M

Top Sells

1
+$7.4M
2
+$3.34M
3
+$3.32M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$3.02M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$2.63M

Sector Composition

1 Industrials 5.88%
2 Consumer Staples 5.46%
3 Technology 5.37%
4 Healthcare 5.3%
5 Consumer Discretionary 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$13K ﹤0.01%
2,000
752
$13K ﹤0.01%
764
753
$13K ﹤0.01%
750
754
$13K ﹤0.01%
902
+19
755
$13K ﹤0.01%
176
+58
756
$13K ﹤0.01%
562
757
$12K ﹤0.01%
200
758
$12K ﹤0.01%
200
759
$12K ﹤0.01%
250
760
$12K ﹤0.01%
200
761
$12K ﹤0.01%
170
762
$12K ﹤0.01%
400
-100
763
$12K ﹤0.01%
100
764
$12K ﹤0.01%
516
765
$12K ﹤0.01%
200
766
$12K ﹤0.01%
+308
767
$12K ﹤0.01%
307
+57
768
$12K ﹤0.01%
200
769
$12K ﹤0.01%
294
770
$12K ﹤0.01%
900
771
$11K ﹤0.01%
150
772
$11K ﹤0.01%
+204
773
$11K ﹤0.01%
143
774
$11K ﹤0.01%
+127
775
$11K ﹤0.01%
+300
29 30
31
32 33