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
976
$50K ﹤0.01%
1,209
+905
977
$48K ﹤0.01%
505
978
$48K ﹤0.01%
525
979
$48K ﹤0.01%
495
+135
980
$48K ﹤0.01%
2,696
-25
981
$48K ﹤0.01%
932
+855
982
$48K ﹤0.01%
+369
983
$47K ﹤0.01%
+1,578
984
$47K ﹤0.01%
824
-270
985
$46K ﹤0.01%
600
986
$46K ﹤0.01%
2,769
987
$46K ﹤0.01%
1,579
-1,784
988
$46K ﹤0.01%
2,325
-25
989
$46K ﹤0.01%
1,802
-1,164
990
$46K ﹤0.01%
8,165
+7,117
991
$45K ﹤0.01%
250
992
$45K ﹤0.01%
104
-74
993
$45K ﹤0.01%
187
-55
994
$44K ﹤0.01%
473
995
$44K ﹤0.01%
230
-321
996
$44K ﹤0.01%
+22
997
$43K ﹤0.01%
1,818
+218
998
$43K ﹤0.01%
1,700
999
$43K ﹤0.01%
1,594
+70
1000
$43K ﹤0.01%
1,574
-693
38 39
40
41 42