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
851
$4K ﹤0.01%
132
852
$4K ﹤0.01%
90
853
$4K ﹤0.01%
97
854
$4K ﹤0.01%
150
855
$4K ﹤0.01%
81
856
$4K ﹤0.01%
79
857
$4K ﹤0.01%
87
858
$3K ﹤0.01%
167
859
$3K ﹤0.01%
75
860
$3K ﹤0.01%
+40
861
$3K ﹤0.01%
+65
862
$3K ﹤0.01%
52
-2
863
$3K ﹤0.01%
27
864
$3K ﹤0.01%
37
865
$3K ﹤0.01%
85
-445
866
$3K ﹤0.01%
56
867
$3K ﹤0.01%
26
868
$3K ﹤0.01%
71
869
$3K ﹤0.01%
107
870
$3K ﹤0.01%
500
871
$3K ﹤0.01%
57
+26
872
$3K ﹤0.01%
+125
873
$3K ﹤0.01%
500
874
$3K ﹤0.01%
90
875
$3K ﹤0.01%
55
33 34
35
36 37