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
801
$11K ﹤0.01%
270
802
$10K ﹤0.01%
740
803
$10K ﹤0.01%
244
-167
804
$10K ﹤0.01%
369
805
$10K ﹤0.01%
280
-600
806
$10K ﹤0.01%
700
807
$10K ﹤0.01%
1,000
808
$10K ﹤0.01%
294
809
$10K ﹤0.01%
223
-3
810
$10K ﹤0.01%
746
-2,674
811
$10K ﹤0.01%
80
-2
812
$10K ﹤0.01%
100
813
$10K ﹤0.01%
200
814
$10K ﹤0.01%
900
-300
815
$10K ﹤0.01%
695
816
$9K ﹤0.01%
53
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817
$9K ﹤0.01%
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100
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$9K ﹤0.01%
101
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820
$9K ﹤0.01%
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821
$9K ﹤0.01%
485
+100
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$9K ﹤0.01%
374
823
$9K ﹤0.01%
+125
824
$9K ﹤0.01%
242
825
$9K ﹤0.01%
300
31 32
33
34 35