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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
$394M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.35M
3
+$2.63M
4
IYW icon
iShares US Technology ETF
IYW
+$2.11M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.76M

Top Sells

1
+$2.44M
2
+$2.37M
3
+$2.26M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.91M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.91M

Sector Composition

1 Industrials 6.78%
2 Technology 5.24%
3 Consumer Staples 5.05%
4 Healthcare 4.98%
5 Energy 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
– –
-612
952
$0 ﹤0.01%
15
953
– –
-17,739
954
– –
-500
955
– –
-3,008
956
$0 ﹤0.01%
10
957
– –
-32,250
958
$0 ﹤0.01%
3
959
– –
-141
960
$0 ﹤0.01%
6
961
– –
-139
962
– –
-312
963
– –
-890
964
– –
-87
965
$0 ﹤0.01%
4
966
$0 ﹤0.01%
35
967
$0 ﹤0.01%
+12
968
$0 ﹤0.01%
19
969
– –
-1,000
970
– –
-31
971
$0 ﹤0.01%
17
972
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973
– –
-6,523
974
$0 ﹤0.01%
2
975
– –
-21
36 37 38
39
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