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
$502M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,239
New
Increased
Reduced
Closed

Top Buys

1
+$6.38M
2
+$3.51M
3
+$1.65M
4
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$1.5M
5
FXG icon
First Trust Consumer Staples AlphaDEX Fund
FXG
+$1.5M

Top Sells

1
+$5.18M
2
+$3.12M
3
+$2.11M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$1.1M
5
PSA icon
Public Storage
PSA
+$726K

Sector Composition

1 Industrials 6.08%
2 Healthcare 6.05%
3 Consumer Staples 5.44%
4 Technology 5.05%
5 Consumer Discretionary 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$10K ﹤0.01%
500
927
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1,507
-2,435
928
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137
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929
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200
930
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931
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932
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+80
933
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7
934
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695
935
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725
936
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126
+101
937
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938
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150
939
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930
940
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250
941
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942
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387
943
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944
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+100
945
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585
946
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947
$9K ﹤0.01%
300
948
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+500
949
$9K ﹤0.01%
427
950
$9K ﹤0.01%
500
36 37
38
39 40