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
$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
951
$4K ﹤0.01%
99
-37
952
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175
953
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1,021
954
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84
955
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956
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-1,100
957
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20
-48
958
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134
959
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300
960
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100
-100
961
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51
962
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+1
963
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+300
964
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+100
965
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130
966
$3K ﹤0.01%
127
+1
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100
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969
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167
970
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206
971
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97
972
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115
973
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47
974
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96
975
$3K ﹤0.01%
307
-1,539
37 38
39
40 41