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
1101
$27K ﹤0.01%
1,290
1102
$27K ﹤0.01%
2,568
1103
$27K ﹤0.01%
2,100
1104
$27K ﹤0.01%
1,363
+2
1105
$27K ﹤0.01%
1,817
1106
$27K ﹤0.01%
2,000
1107
$27K ﹤0.01%
800
1108
$27K ﹤0.01%
2,367
-6,411
1109
$26K ﹤0.01%
183
+50
1110
$26K ﹤0.01%
1,290
+500
1111
$26K ﹤0.01%
1,600
-55
1112
$26K ﹤0.01%
570
1113
$26K ﹤0.01%
+1,746
1114
$26K ﹤0.01%
+957
1115
$26K ﹤0.01%
693
1116
$26K ﹤0.01%
+500
1117
$26K ﹤0.01%
825
-95
1118
$26K ﹤0.01%
174
-19
1119
$26K ﹤0.01%
521
1120
$26K ﹤0.01%
300
1121
$26K ﹤0.01%
1,213
-5,560
1122
$26K ﹤0.01%
1,285
1123
$25K ﹤0.01%
168
-18
1124
$25K ﹤0.01%
165
+85
1125
$25K ﹤0.01%
377
-1,470
43 44
45
46 47