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
851
$50K ﹤0.01%
+5,000
852
$50K ﹤0.01%
255
853
$50K ﹤0.01%
1,765
+416
854
$50K ﹤0.01%
1,350
+850
855
$49K ﹤0.01%
367
-15
856
$49K ﹤0.01%
508
-19
857
$48K ﹤0.01%
+14,303
858
$48K ﹤0.01%
402
+275
859
$48K ﹤0.01%
942
860
$48K ﹤0.01%
436
861
$48K ﹤0.01%
453
862
$48K ﹤0.01%
890
863
$47K ﹤0.01%
816
+3
864
$47K ﹤0.01%
1,207
+407
865
$47K ﹤0.01%
850
+100
866
$47K ﹤0.01%
1,277
+133
867
$47K ﹤0.01%
+583
868
$47K ﹤0.01%
1,693
-1,749
869
$47K ﹤0.01%
2,566
-937
870
$47K ﹤0.01%
1,886
+1,389
871
$46K ﹤0.01%
3,750
872
$46K ﹤0.01%
2,200
873
$45K ﹤0.01%
923
-512
874
$45K ﹤0.01%
410
875
$45K ﹤0.01%
2,673
+859
33 34
35
36 37