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
751
$97K 0.01%
+4,275
752
$96K 0.01%
1,500
753
$96K 0.01%
2,381
+628
754
$96K 0.01%
6,996
+5,465
755
$96K 0.01%
1,870
756
$95K 0.01%
836
+51
757
$94K 0.01%
2,401
-199
758
$94K 0.01%
5,400
-1,303
759
$94K 0.01%
861
-172
760
$94K 0.01%
3,555
+75
761
$94K 0.01%
1,559
-65
762
$92K 0.01%
810
-5,948
763
$92K 0.01%
5,847
-5,072
764
$92K 0.01%
+1,882
765
$91K 0.01%
6,393
-2,160
766
$91K 0.01%
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767
$91K 0.01%
11,683
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768
$90K 0.01%
623
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769
$89K 0.01%
1,210
770
$89K 0.01%
2,581
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771
$89K 0.01%
2,802
+1,087
772
$89K 0.01%
1,785
773
$89K 0.01%
810
774
$87K 0.01%
4,550
+1,950
775
$87K 0.01%
6,570
-150
29 30
31
32 33