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
$1.28B
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,049
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$7.3M
3
+$6.41M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$5.69M
5
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$5.51M

Top Sells

1
+$6.4M
2
+$5.75M
3
+$4.63M
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$4.58M
5
FTSD icon
Franklin Short Duration US Government ETF
FTSD
+$4.4M

Sector Composition

1 Technology 6.89%
2 Healthcare 5.73%
3 Industrials 5.66%
4 Financials 4.76%
5 Consumer Staples 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$55K ﹤0.01%
3,090
+1,080
902
$55K ﹤0.01%
1,200
903
$55K ﹤0.01%
218
-11
904
$55K ﹤0.01%
5,165
+1,156
905
$55K ﹤0.01%
1,624
+1,370
906
$54K ﹤0.01%
6,900
907
$54K ﹤0.01%
924
+451
908
$54K ﹤0.01%
634
909
$54K ﹤0.01%
+2,400
910
$54K ﹤0.01%
8,805
911
$53K ﹤0.01%
10,000
+3,000
912
$53K ﹤0.01%
429
913
$53K ﹤0.01%
4,100
+500
914
$53K ﹤0.01%
570
-38
915
$53K ﹤0.01%
311
-7
916
$52K ﹤0.01%
943
-783
917
$52K ﹤0.01%
1,115
918
$52K ﹤0.01%
2,322
+6
919
$52K ﹤0.01%
3,000
920
$52K ﹤0.01%
3,850
921
$52K ﹤0.01%
3,212
-133
922
$52K ﹤0.01%
883
+10
923
$51K ﹤0.01%
2,589
+9
924
$51K ﹤0.01%
850
-365
925
$51K ﹤0.01%
579
35 36
37
38 39