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
1051
$32K ﹤0.01%
840
-1,305
1052
$32K ﹤0.01%
3,100
1053
$32K ﹤0.01%
1,500
1054
$32K ﹤0.01%
1,515
-971
1055
$32K ﹤0.01%
400
1056
$31K ﹤0.01%
104
-36
1057
$31K ﹤0.01%
513
+1
1058
$31K ﹤0.01%
2,000
1059
$31K ﹤0.01%
300
1060
$31K ﹤0.01%
490
-40
1061
$31K ﹤0.01%
228
1062
$31K ﹤0.01%
391
-92
1063
$30K ﹤0.01%
514
-324
1064
$30K ﹤0.01%
460
1065
$30K ﹤0.01%
600
1066
$30K ﹤0.01%
+875
1067
$30K ﹤0.01%
469
1068
$30K ﹤0.01%
387
-523
1069
$30K ﹤0.01%
1,960
1070
$30K ﹤0.01%
1,870
1071
$30K ﹤0.01%
1,919
-1,272
1072
$30K ﹤0.01%
1,565
-295
1073
$30K ﹤0.01%
1,145
1074
$30K ﹤0.01%
1,655
-45
1075
$30K ﹤0.01%
206
41 42
43
44 45