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
776
$12K ﹤0.01%
56
+20
777
$12K ﹤0.01%
200
778
$12K ﹤0.01%
83
779
$12K ﹤0.01%
725
780
$12K ﹤0.01%
+340
781
$11K ﹤0.01%
360
782
$11K ﹤0.01%
475
-500
783
$11K ﹤0.01%
100
784
$11K ﹤0.01%
164
785
$11K ﹤0.01%
180
786
$11K ﹤0.01%
1,081
787
$11K ﹤0.01%
+300
788
$11K ﹤0.01%
424
789
$11K ﹤0.01%
123
-96
790
$11K ﹤0.01%
150
791
$11K ﹤0.01%
1,010
+226
792
$11K ﹤0.01%
100
793
$11K ﹤0.01%
235
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794
$11K ﹤0.01%
192
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795
$11K ﹤0.01%
141
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796
$11K ﹤0.01%
128
-2
797
$11K ﹤0.01%
108
798
$11K ﹤0.01%
4,500
799
$11K ﹤0.01%
250
+50
800
$11K ﹤0.01%
700
-600
30 31
32
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