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
$1.28B
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
1251
$17K ﹤0.01%
4,000
1252
$16K ﹤0.01%
135
1253
$16K ﹤0.01%
1,000
1254
$16K ﹤0.01%
400
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1255
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1256
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215
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714
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1258
$16K ﹤0.01%
179
1259
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821
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1261
$16K ﹤0.01%
825
1262
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350
1263
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236
1264
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534
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1265
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1266
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1269
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$16K ﹤0.01%
2,000
1271
$15K ﹤0.01%
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$15K ﹤0.01%
139
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1273
$15K ﹤0.01%
224
1274
$15K ﹤0.01%
100
-31
1275
$15K ﹤0.01%
210
-495
49 50
51
52 53