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
876
$71K ﹤0.01%
1,720
+1,552
877
$71K ﹤0.01%
173
878
$70K ﹤0.01%
719
-6
879
$70K ﹤0.01%
968
880
$70K ﹤0.01%
1,390
881
$69K ﹤0.01%
392
882
$69K ﹤0.01%
+627
883
$69K ﹤0.01%
1,000
884
$69K ﹤0.01%
1,976
-1,000
885
$68K ﹤0.01%
2,582
-1,173
886
$67K ﹤0.01%
427
+372
887
$67K ﹤0.01%
5,323
888
$66K ﹤0.01%
1,263
-2,402
889
$66K ﹤0.01%
6,900
890
$66K ﹤0.01%
1,230
+4
891
$66K ﹤0.01%
931
-289
892
$66K ﹤0.01%
612
893
$65K ﹤0.01%
820
+1
894
$65K ﹤0.01%
863
895
$65K ﹤0.01%
230
+211
896
$65K ﹤0.01%
2,600
+2,200
897
$65K ﹤0.01%
1,462
-148
898
$64K ﹤0.01%
4,953
+2,313
899
$64K ﹤0.01%
1,000
900
$64K ﹤0.01%
800
34 35
36
37 38