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
$394M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$3.49M
3
+$2.87M
4
IYW icon
iShares US Technology ETF
IYW
+$2.21M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.79M

Top Sells

1
+$2.48M
2
+$2.41M
3
+$2.3M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.93M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.93M

Sector Composition

1 Industrials 6.78%
2 Technology 5.24%
3 Consumer Staples 5.05%
4 Healthcare 4.98%
5 Energy 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$5K ﹤0.01%
65
827
$5K ﹤0.01%
+250
828
$5K ﹤0.01%
101
829
$5K ﹤0.01%
200
830
$5K ﹤0.01%
580
831
$5K ﹤0.01%
500
-1,500
832
$5K ﹤0.01%
100
833
$5K ﹤0.01%
106
834
$5K ﹤0.01%
500
835
$4K ﹤0.01%
402
836
$4K ﹤0.01%
134
+54
837
$4K ﹤0.01%
333
838
$4K ﹤0.01%
134
+2
839
$4K ﹤0.01%
100
-100
840
$4K ﹤0.01%
336
841
$4K ﹤0.01%
67
842
$4K ﹤0.01%
+400
843
$4K ﹤0.01%
+100
844
$4K ﹤0.01%
13
845
$4K ﹤0.01%
10
846
$4K ﹤0.01%
150
847
$4K ﹤0.01%
9
848
$4K ﹤0.01%
50
849
$4K ﹤0.01%
+23
850
$4K ﹤0.01%
150
32 33
34
35 36