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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
$431M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,085
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$5.17M
3
+$4.36M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.28M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.88M

Top Sells

1
+$7.4M
2
+$3.34M
3
+$3.32M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$3.02M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$2.63M

Sector Composition

1 Industrials 5.88%
2 Consumer Staples 5.46%
3 Technology 5.37%
4 Healthcare 5.3%
5 Consumer Discretionary 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$6K ﹤0.01%
84
877
$6K ﹤0.01%
180
878
$6K ﹤0.01%
67
-236
879
$6K ﹤0.01%
131
880
$6K ﹤0.01%
100
881
$6K ﹤0.01%
140
882
$6K ﹤0.01%
200
883
$6K ﹤0.01%
97
884
$6K ﹤0.01%
190
885
$6K ﹤0.01%
500
886
$6K ﹤0.01%
+289
887
$6K ﹤0.01%
+150
888
$5K ﹤0.01%
223
-72
889
$5K ﹤0.01%
762
-30,958
890
$5K ﹤0.01%
250
891
$5K ﹤0.01%
139
+1
892
$5K ﹤0.01%
48
893
$5K ﹤0.01%
228
894
$5K ﹤0.01%
+93
895
$5K ﹤0.01%
71
896
$5K ﹤0.01%
600
897
$5K ﹤0.01%
100
-85
898
$5K ﹤0.01%
199
899
$5K ﹤0.01%
46
+20
900
$5K ﹤0.01%
101
34 35
36
37 38