BFEC

Benjamin F. Edwards & Company Portfolio holdings

AUM $5.69B
1-Year Est. Return 15.37%
This Fund
S&P 500
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
826
$53K 0.01%
1,123
+50
827
$53K 0.01%
+1,025
828
$53K 0.01%
890
+269
829
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3,025
830
$53K 0.01%
600
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831
$53K 0.01%
3,330
-80
832
$52K 0.01%
629
833
$52K 0.01%
6,000
-500
834
$52K 0.01%
225
835
$52K 0.01%
2,166
+800
836
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1,200
+100
837
$52K 0.01%
350
838
$52K 0.01%
747
-38
839
$52K 0.01%
1,000
840
$52K 0.01%
472
-29
841
$52K 0.01%
3,281
+2,031
842
$51K 0.01%
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845
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900
846
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847
$51K 0.01%
3,072
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848
$51K 0.01%
876
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849
$51K 0.01%
800
850
$50K ﹤0.01%
451
32 33
34
35 36