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
$1.68B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,795
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$7.02M
3
+$6.08M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$6.05M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.49M

Top Sells

1
+$15.4M
2
+$15.3M
3
+$9.32M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.56M
5
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$7.81M

Sector Composition

1 Technology 8.79%
2 Healthcare 5.51%
3 Industrials 4.68%
4 Consumer Discretionary 4.34%
5 Financials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$93K 0.01%
1,699
802
$93K 0.01%
1,133
-11
803
$93K 0.01%
1,733
804
$93K 0.01%
+4,288
805
$93K 0.01%
332
+250
806
$93K 0.01%
+1,309
807
$92K 0.01%
+1,829
808
$92K 0.01%
6,058
-1,147
809
$92K 0.01%
1,737
+1,271
810
$91K 0.01%
+2,852
811
$91K 0.01%
3,093
812
$91K 0.01%
1,012
+779
813
$91K 0.01%
825
814
$91K 0.01%
1,091
+951
815
$90K 0.01%
9,552
+6,302
816
$90K 0.01%
736
+136
817
$90K 0.01%
1,508
-580
818
$90K 0.01%
2,335
+257
819
$90K 0.01%
1,673
+1,468
820
$90K 0.01%
+2,706
821
$89K 0.01%
2,444
-956
822
$89K 0.01%
1,060
823
$88K 0.01%
500
-100
824
$87K 0.01%
1,744
-922
825
$87K 0.01%
84
-16
31 32
33
34 35