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
776
$87K 0.01%
3,150
+34
777
$86K 0.01%
1,715
-2,372
778
$86K 0.01%
1,848
-101
779
$85K 0.01%
4,199
780
$85K 0.01%
5,000
+4,802
781
$85K 0.01%
1,163
782
$84K 0.01%
6,407
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783
$84K 0.01%
581
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784
$84K 0.01%
746
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785
$83K 0.01%
765
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$83K 0.01%
5,567
-1,844
787
$82K 0.01%
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788
$82K 0.01%
1,196
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789
$82K 0.01%
518
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790
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851
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2,035
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795
$79K 0.01%
1,395
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796
$79K 0.01%
1,550
797
$79K 0.01%
900
798
$78K 0.01%
4,948
799
$78K 0.01%
3,250
800
$78K 0.01%
3,000
-81
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