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
$1.02B
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,712
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$6.81M
3
+$6.52M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$5.6M
5
TCTL
Premise Capital Diversified Tactical ETF
TCTL
+$4.1M

Top Sells

1
+$5.9M
2
+$5.51M
3
+$4.47M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.81M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$3.64M

Sector Composition

1 Technology 6.15%
2 Industrials 5.06%
3 Healthcare 5.06%
4 Consumer Staples 4.15%
5 Financials 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$34K ﹤0.01%
1,542
+34
952
$34K ﹤0.01%
648
-20
953
$33K ﹤0.01%
865
-353
954
$33K ﹤0.01%
573
+80
955
$33K ﹤0.01%
150
956
$33K ﹤0.01%
1,850
-550
957
$33K ﹤0.01%
425
958
$33K ﹤0.01%
1,000
959
$33K ﹤0.01%
1,300
960
$33K ﹤0.01%
1,413
961
$33K ﹤0.01%
1,145
962
$33K ﹤0.01%
+333
963
$33K ﹤0.01%
500
-2,000
964
$32K ﹤0.01%
1,243
+419
965
$32K ﹤0.01%
2,310
966
$32K ﹤0.01%
378
967
$32K ﹤0.01%
581
+556
968
$32K ﹤0.01%
969
-41
969
$32K ﹤0.01%
2,000
970
$31K ﹤0.01%
869
-6,193
971
$31K ﹤0.01%
958
+508
972
$31K ﹤0.01%
1,282
+386
973
$31K ﹤0.01%
815
+229
974
$31K ﹤0.01%
400
975
$31K ﹤0.01%
475
37 38
39
40 41