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
1251
$11K ﹤0.01%
300
1252
$11K ﹤0.01%
306
+150
1253
$11K ﹤0.01%
935
1254
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100
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$10K ﹤0.01%
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1256
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475
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253
-104
1258
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100
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300
-400
1260
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295
+2
1261
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148
1262
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118
1263
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357
1264
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881
1265
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350
1266
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76
1267
$10K ﹤0.01%
100
1268
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2,221
1269
$10K ﹤0.01%
250
1270
$10K ﹤0.01%
870
1271
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150
1272
$10K ﹤0.01%
171
-981
1273
$10K ﹤0.01%
148
1274
$10K ﹤0.01%
616
1275
$10K ﹤0.01%
360
49 50
51
52 53