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
$1.02B
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,712
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$6.81M
3
+$6.52M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$5.6M
5
TCTL
Premise Capital Diversified Tactical ETF
TCTL
+$4.1M

Top Sells

1
+$5.9M
2
+$5.51M
3
+$4.47M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.81M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$3.64M

Sector Composition

1 Technology 6.15%
2 Industrials 5.06%
3 Healthcare 5.06%
4 Consumer Staples 4.15%
5 Financials 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$66K 0.01%
6,282
+32
777
$66K 0.01%
+680
778
$65K 0.01%
6,005
+1,723
779
$65K 0.01%
862
780
$64K 0.01%
1,800
-2,081
781
$64K 0.01%
1,793
-3,196
782
$64K 0.01%
1,500
+1,400
783
$64K 0.01%
3,336
+750
784
$63K 0.01%
450
-150
785
$63K 0.01%
+1,000
786
$63K 0.01%
2,299
+341
787
$63K 0.01%
+1,367
788
$62K 0.01%
6,900
789
$62K 0.01%
+3,000
790
$62K 0.01%
2,085
-13,715
791
$62K 0.01%
4,750
-342
792
$62K 0.01%
+1,418
793
$62K 0.01%
+1,683
794
$61K 0.01%
600
795
$61K 0.01%
8,805
796
$60K 0.01%
5,305
+5,000
797
$60K 0.01%
4,560
+636
798
$60K 0.01%
1,146
+5
799
$60K 0.01%
2,301
800
$60K 0.01%
2,000
30 31
32
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