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
801
$78K 0.01%
5,830
-30,670
802
$77K 0.01%
5,379
-1,507
803
$77K 0.01%
520
+500
804
$77K 0.01%
2,600
-134
805
$77K 0.01%
727
+377
806
$77K 0.01%
1,129
+30
807
$76K 0.01%
2,246
-24,536
808
$76K 0.01%
1,476
-76
809
$76K 0.01%
1,475
810
$75K 0.01%
3,000
811
$75K 0.01%
2,320
-188
812
$75K 0.01%
3,923
-3,417
813
$75K 0.01%
8,215
-2,671
814
$74K 0.01%
1,167
-23
815
$74K 0.01%
1,581
816
$74K 0.01%
1,783
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817
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818
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+3,450
819
$73K 0.01%
3,050
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820
$73K 0.01%
768
821
$73K 0.01%
4,736
+940
822
$72K 0.01%
2,469
-100
823
$72K 0.01%
+3,350
824
$72K 0.01%
1,450
825
$72K 0.01%
1,775
+1,461
31 32
33
34 35