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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
$513M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$3.13M
3
+$3.05M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.43M
5
FXN icon
First Trust Energy AlphaDEX Fund
FXN
+$2.36M

Top Sells

1
+$3.81M
2
+$3.35M
3
+$2.25M
4
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$2.11M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$1.19M

Sector Composition

1 Healthcare 6.51%
2 Consumer Staples 6.39%
3 Industrials 6.19%
4 Technology 5.01%
5 Consumer Discretionary 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$3K ﹤0.01%
192
-554
977
– –
0
978
$3K ﹤0.01%
+78
979
$3K ﹤0.01%
300
980
$3K ﹤0.01%
200
981
$3K ﹤0.01%
166
-533
982
$3K ﹤0.01%
4
983
$3K ﹤0.01%
+125
984
$3K ﹤0.01%
117
985
$3K ﹤0.01%
41
-33
986
$3K ﹤0.01%
76
987
$3K ﹤0.01%
55
988
$3K ﹤0.01%
200
989
$3K ﹤0.01%
100
990
$2K ﹤0.01%
83
991
$2K ﹤0.01%
73
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992
$2K ﹤0.01%
105
993
$2K ﹤0.01%
160
994
$2K ﹤0.01%
90
995
$2K ﹤0.01%
402
996
$2K ﹤0.01%
53
997
$2K ﹤0.01%
+70
998
$2K ﹤0.01%
40
-200
999
$2K ﹤0.01%
51
1000
$2K ﹤0.01%
172
38 39
40
41 42