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
+$8.55M
2
+$6.96M
3
+$6.51M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$5.6M
5
TCTL
Premise Capital Diversified Tactical ETF
TCTL
+$4.11M

Top Sells

1
+$5.82M
2
+$5.48M
3
+$4.5M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.85M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$3.59M

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
1276
$10K ﹤0.01%
616
1277
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360
1278
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100
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4,500
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10
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+2
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500
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385
1289
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570
1290
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333
1291
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448
+4
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189
+34
1295
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184
-159
1296
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1297
$9K ﹤0.01%
450
-100
1298
$9K ﹤0.01%
458
+20
1299
$9K ﹤0.01%
1,975
1300
$9K ﹤0.01%
650
50 51
52
53 54