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
$1.28B
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,049
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$7.3M
3
+$6.41M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$5.69M
5
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$5.51M

Top Sells

1
+$6.4M
2
+$5.75M
3
+$4.63M
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$4.58M
5
FTSD icon
Franklin Short Duration US Government ETF
FTSD
+$4.4M

Sector Composition

1 Technology 6.89%
2 Healthcare 5.73%
3 Industrials 5.66%
4 Financials 4.76%
5 Consumer Staples 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$36K ﹤0.01%
549
+5
1027
$36K ﹤0.01%
503
+353
1028
$35K ﹤0.01%
2,489
1029
$35K ﹤0.01%
309
1030
$35K ﹤0.01%
1,384
+484
1031
$35K ﹤0.01%
1,874
+130
1032
$35K ﹤0.01%
2,328
+50
1033
$35K ﹤0.01%
676
+8
1034
$35K ﹤0.01%
1,000
1035
$35K ﹤0.01%
2,830
-1,716
1036
$34K ﹤0.01%
3,800
-2,850
1037
$34K ﹤0.01%
784
1038
$34K ﹤0.01%
4,760
1039
$34K ﹤0.01%
575
-1,505
1040
$33K ﹤0.01%
439
-252
1041
$33K ﹤0.01%
396
1042
$33K ﹤0.01%
774
-1,128
1043
$33K ﹤0.01%
573
1044
$33K ﹤0.01%
5,637
1045
$33K ﹤0.01%
445
+383
1046
$33K ﹤0.01%
2,766
-1,170
1047
$33K ﹤0.01%
300
1048
$33K ﹤0.01%
1,413
1049
$32K ﹤0.01%
890
1050
$32K ﹤0.01%
759
40 41
42
43 44