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
$483M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,278
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$3.69M
3
+$1.37M
4
AAPL icon
Apple
AAPL
+$1.27M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$1.22M

Top Sells

1
+$4M
2
+$3.8M
3
+$2.15M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.53M
5
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$1.19M

Sector Composition

1 Consumer Staples 6.52%
2 Industrials 6.43%
3 Healthcare 6.15%
4 Technology 5.33%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$13K ﹤0.01%
+450
752
$13K ﹤0.01%
+197
753
$13K ﹤0.01%
562
754
$13K ﹤0.01%
750
-649
755
$13K ﹤0.01%
1,210
+500
756
$13K ﹤0.01%
+500
757
$13K ﹤0.01%
1,000
-1,000
758
$13K ﹤0.01%
1,250
759
$13K ﹤0.01%
600
760
$13K ﹤0.01%
269
761
$13K ﹤0.01%
259
762
$13K ﹤0.01%
4
763
$13K ﹤0.01%
699
764
$13K ﹤0.01%
534
-900
765
$12K ﹤0.01%
140
+1
766
$12K ﹤0.01%
+1,000
767
$12K ﹤0.01%
240
+37
768
$12K ﹤0.01%
+300
769
$12K ﹤0.01%
500
-500
770
$12K ﹤0.01%
420
771
$12K ﹤0.01%
884
+22
772
$12K ﹤0.01%
699
773
$12K ﹤0.01%
750
774
$12K ﹤0.01%
382
-111
775
$12K ﹤0.01%
655
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29 30
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32 33