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
$1.68B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,795
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$7.02M
3
+$6.08M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$6.05M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.49M

Top Sells

1
+$15.4M
2
+$15.3M
3
+$9.32M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.56M
5
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$7.81M

Sector Composition

1 Technology 8.79%
2 Healthcare 5.51%
3 Industrials 4.68%
4 Consumer Discretionary 4.34%
5 Financials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$78K ﹤0.01%
2,624
+26
852
$78K ﹤0.01%
1,295
+1,142
853
$78K ﹤0.01%
2,779
+2,445
854
$77K ﹤0.01%
4,032
+3,465
855
$76K ﹤0.01%
193
+168
856
$76K ﹤0.01%
2,221
857
$75K ﹤0.01%
802
-377
858
$75K ﹤0.01%
1,208
+1,056
859
$74K ﹤0.01%
1,100
860
$74K ﹤0.01%
131
-104
861
$74K ﹤0.01%
5,100
-300
862
$74K ﹤0.01%
3,090
+2,690
863
$74K ﹤0.01%
788
+675
864
$74K ﹤0.01%
1,085
-968
865
$73K ﹤0.01%
418
+34
866
$73K ﹤0.01%
1,011
-1,752
867
$73K ﹤0.01%
3,750
868
$73K ﹤0.01%
2,388
-1,260
869
$73K ﹤0.01%
1,795
-1,640
870
$73K ﹤0.01%
1,100
871
$73K ﹤0.01%
2,716
+2,316
872
$72K ﹤0.01%
5,333
+2,879
873
$72K ﹤0.01%
+1,870
874
$72K ﹤0.01%
+2,668
875
$71K ﹤0.01%
709
33 34
35
36 37