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
$1.68B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,795
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$7.02M
3
+$6.08M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$6.05M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.49M

Top Sells

1
+$15.4M
2
+$15.3M
3
+$9.32M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.56M
5
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$7.81M

Sector Composition

1 Technology 8.79%
2 Healthcare 5.51%
3 Industrials 4.68%
4 Consumer Discretionary 4.34%
5 Financials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$55K ﹤0.01%
4,256
+224
952
$55K ﹤0.01%
1,350
-466
953
$55K ﹤0.01%
1,222
+1,087
954
$54K ﹤0.01%
1,987
955
$54K ﹤0.01%
892
+406
956
$54K ﹤0.01%
212
-1,746
957
$53K ﹤0.01%
1,750
-50
958
$53K ﹤0.01%
516
959
$53K ﹤0.01%
2,350
-4
960
$53K ﹤0.01%
+1,093
961
$52K ﹤0.01%
+353
962
$52K ﹤0.01%
397
963
$52K ﹤0.01%
1,379
-1,553
964
$52K ﹤0.01%
525
-86
965
$52K ﹤0.01%
1,637
-104
966
$52K ﹤0.01%
3,850
967
$52K ﹤0.01%
1,003
+429
968
$51K ﹤0.01%
604
+7
969
$51K ﹤0.01%
857
+85
970
$51K ﹤0.01%
2,734
-213
971
$51K ﹤0.01%
2,975
972
$51K ﹤0.01%
5,186
-744
973
$50K ﹤0.01%
202
+60
974
$50K ﹤0.01%
+194
975
$50K ﹤0.01%
2,006
-288
37 38
39
40 41