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
801
$59K 0.01%
4,292
802
$59K 0.01%
1,308
+2
803
$59K 0.01%
1,622
804
$59K 0.01%
700
805
$59K 0.01%
5,019
+69
806
$59K 0.01%
615
+92
807
$59K 0.01%
500
808
$59K 0.01%
+1,493
809
$58K 0.01%
2,995
+745
810
$58K 0.01%
828
+2
811
$58K 0.01%
4,476
-1,005
812
$58K 0.01%
4,562
-138
813
$57K 0.01%
923
-50
814
$57K 0.01%
1,002
815
$56K 0.01%
1,301
-238
816
$56K 0.01%
1,755
817
$56K 0.01%
2,075
+1,250
818
$56K 0.01%
+1,755
819
$56K 0.01%
2,326
820
$55K 0.01%
1,248
-247
821
$55K 0.01%
1,500
822
$54K 0.01%
16,999
823
$54K 0.01%
588
-15
824
$54K 0.01%
784
+1
825
$54K 0.01%
1,677
31 32
33
34 35