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
826
$72K 0.01%
3,619
+1,844
827
$71K 0.01%
1,250
828
$71K 0.01%
900
829
$71K 0.01%
2,889
830
$70K 0.01%
2,681
+1,186
831
$70K 0.01%
778
+54
832
$70K 0.01%
748
833
$70K 0.01%
1,855
+154
834
$70K 0.01%
4,400
835
$70K 0.01%
+3,250
836
$69K 0.01%
6,041
+1,500
837
$69K 0.01%
891
838
$68K 0.01%
600
839
$68K 0.01%
+1,200
840
$68K 0.01%
6,338
-789
841
$68K 0.01%
1,420
842
$67K 0.01%
+4,500
843
$67K 0.01%
5,035
844
$67K 0.01%
141
-21
845
$67K 0.01%
3,671
+1,646
846
$67K 0.01%
2,300
847
$66K 0.01%
2,526
+2,246
848
$65K 0.01%
+1,500
849
$65K 0.01%
336
-4
850
$64K 0.01%
1,200
+160
32 33
34
35 36