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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
$297M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$2.32M
3
+$1.47M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.46M
5
PGJ icon
Invesco Golden Dragon China ETF
PGJ
+$934K

Top Sells

1
+$3.69M
2
+$1.78M
3
+$1.72M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$1.67M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.59M

Sector Composition

1 Industrials 7.8%
2 Consumer Staples 6.36%
3 Energy 5.42%
4 Healthcare 5.28%
5 Consumer Discretionary 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$2K ﹤0.01%
99
877
$2K ﹤0.01%
+10
878
$2K ﹤0.01%
+23
879
$2K ﹤0.01%
26
880
$2K ﹤0.01%
71
881
$2K ﹤0.01%
45
+35
882
$2K ﹤0.01%
100
883
$2K ﹤0.01%
+113
884
$2K ﹤0.01%
47
885
$2K ﹤0.01%
+35
886
$2K ﹤0.01%
+38
887
$2K ﹤0.01%
31
888
$2K ﹤0.01%
100
-100
889
$2K ﹤0.01%
+18
890
$2K ﹤0.01%
+28
891
$2K ﹤0.01%
+35
892
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+23
893
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+5
894
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+5
895
$2K ﹤0.01%
+30
896
$2K ﹤0.01%
+35
897
$2K ﹤0.01%
+30
898
$2K ﹤0.01%
+15
899
$2K ﹤0.01%
+80
900
$2K ﹤0.01%
500
34 35
36
37 38