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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
$680M
AUM Growth
+$69.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,422
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$8.98M
3
+$5.28M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$4.99M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$4.49M

Top Sells

1
+$7.11M
2
+$6.85M
3
+$6.83M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$6.4M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$4.67M

Sector Composition

1 Healthcare 6.53%
2 Industrials 6.21%
3 Technology 6.08%
4 Consumer Staples 5.88%
5 Consumer Discretionary 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$12K ﹤0.01%
270
977
$11K ﹤0.01%
215
978
$11K ﹤0.01%
349
979
$11K ﹤0.01%
1,000
980
$11K ﹤0.01%
500
981
$11K ﹤0.01%
374
982
$11K ﹤0.01%
264
983
$11K ﹤0.01%
+100
984
$11K ﹤0.01%
300
985
$11K ﹤0.01%
+7,800
986
$11K ﹤0.01%
+2,221
987
$11K ﹤0.01%
225
+6
988
$11K ﹤0.01%
725
989
$11K ﹤0.01%
193
+45
990
$11K ﹤0.01%
475
991
$11K ﹤0.01%
250
992
$11K ﹤0.01%
250
993
$11K ﹤0.01%
400
994
$11K ﹤0.01%
240
+140
995
$11K ﹤0.01%
+870
996
$11K ﹤0.01%
400
-400
997
$11K ﹤0.01%
128
998
$11K ﹤0.01%
400
999
$11K ﹤0.01%
200
1000
$10K ﹤0.01%
695
38 39
40
41 42