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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
$394M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.35M
3
+$2.63M
4
IYW icon
iShares US Technology ETF
IYW
+$2.11M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.76M

Top Sells

1
+$2.44M
2
+$2.37M
3
+$2.26M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.91M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.91M

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
876
$2K ﹤0.01%
172
877
$2K ﹤0.01%
33
878
$2K ﹤0.01%
140
879
$2K ﹤0.01%
65
880
$2K ﹤0.01%
53
881
$2K ﹤0.01%
35
882
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38
883
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40
884
$2K ﹤0.01%
82
885
$2K ﹤0.01%
67
886
$2K ﹤0.01%
+48
887
$2K ﹤0.01%
132
888
$2K ﹤0.01%
47
889
$2K ﹤0.01%
30
890
$2K ﹤0.01%
200
891
$2K ﹤0.01%
18
892
$2K ﹤0.01%
35
893
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120
-200
894
$2K ﹤0.01%
84
895
$2K ﹤0.01%
500
896
$2K ﹤0.01%
85
897
$2K ﹤0.01%
42
898
$2K ﹤0.01%
50
899
$2K ﹤0.01%
68
900
$2K ﹤0.01%
72
34 35
36
37 38