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
$483M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,278
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$3.69M
3
+$1.37M
4
AAPL icon
Apple
AAPL
+$1.27M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$1.22M

Top Sells

1
+$4M
2
+$3.8M
3
+$2.15M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.53M
5
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$1.19M

Sector Composition

1 Consumer Staples 6.52%
2 Industrials 6.43%
3 Healthcare 6.15%
4 Technology 5.33%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$6K ﹤0.01%
+133
902
$6K ﹤0.01%
1,505
903
$6K ﹤0.01%
437
904
$6K ﹤0.01%
500
905
$6K ﹤0.01%
392
-762
906
$6K ﹤0.01%
40
907
$6K ﹤0.01%
143
908
$6K ﹤0.01%
200
909
$5K ﹤0.01%
225
+61
910
$5K ﹤0.01%
445
911
$5K ﹤0.01%
177
+35
912
$5K ﹤0.01%
56
-69
913
$5K ﹤0.01%
230
914
$5K ﹤0.01%
100
915
$5K ﹤0.01%
171
916
$5K ﹤0.01%
+110
917
$5K ﹤0.01%
25
-2
918
$5K ﹤0.01%
71
919
$5K ﹤0.01%
295
-275
920
$5K ﹤0.01%
394
-366
921
$5K ﹤0.01%
1,000
922
$5K ﹤0.01%
369
923
$5K ﹤0.01%
1,277
-46
924
$5K ﹤0.01%
205
+1
925
$5K ﹤0.01%
252
35 36
37
38 39