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
$1.02B
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,712
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$6.81M
3
+$6.52M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$5.6M
5
TCTL
Premise Capital Diversified Tactical ETF
TCTL
+$4.1M

Top Sells

1
+$5.9M
2
+$5.51M
3
+$4.47M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.81M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$3.64M

Sector Composition

1 Technology 6.15%
2 Industrials 5.06%
3 Healthcare 5.06%
4 Consumer Staples 4.15%
5 Financials 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$23K ﹤0.01%
954
+282
1052
$23K ﹤0.01%
1,770
-9,410
1053
$23K ﹤0.01%
4,000
1054
$23K ﹤0.01%
458
1055
$23K ﹤0.01%
6,186
1056
$23K ﹤0.01%
400
1057
$23K ﹤0.01%
1,680
1058
$23K ﹤0.01%
+852
1059
$23K ﹤0.01%
923
+1
1060
$23K ﹤0.01%
13,048
+4,752
1061
$23K ﹤0.01%
294
+108
1062
$23K ﹤0.01%
544
1063
$23K ﹤0.01%
589
+203
1064
$22K ﹤0.01%
378
1065
$22K ﹤0.01%
453
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1066
$22K ﹤0.01%
500
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1067
$22K ﹤0.01%
2,007
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1068
$22K ﹤0.01%
938
1069
$22K ﹤0.01%
472
-169
1070
$22K ﹤0.01%
155
1071
$22K ﹤0.01%
137
+50
1072
$22K ﹤0.01%
2,344
+756
1073
$22K ﹤0.01%
260
1074
$22K ﹤0.01%
1,848
1075
$22K ﹤0.01%
386
-425
41 42
43
44 45