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
$1.68B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,795
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$6.93M
3
+$5.76M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$5.75M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.1M

Top Sells

1
+$14.1M
2
+$14M
3
+$8.81M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$8.02M
5
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$7.29M

Sector Composition

1 Technology 8.79%
2 Healthcare 5.51%
3 Industrials 4.68%
4 Consumer Discretionary 4.34%
5 Financials 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$10K ﹤0.01%
100
1277
$10K ﹤0.01%
400
-200
1278
$10K ﹤0.01%
28
1279
$10K ﹤0.01%
300
-262
1280
$10K ﹤0.01%
378
+7
1281
$10K ﹤0.01%
350
1282
$10K ﹤0.01%
463
-49
1283
$10K ﹤0.01%
200
-500
1284
$10K ﹤0.01%
450
1285
$10K ﹤0.01%
+250
1286
$10K ﹤0.01%
675
1287
$10K ﹤0.01%
175
-32
1288
$10K ﹤0.01%
188
1289
$10K ﹤0.01%
200
-515
1290
$10K ﹤0.01%
+375
1291
$9K ﹤0.01%
+1,000
1292
$9K ﹤0.01%
259
-200
1293
$9K ﹤0.01%
366
1294
$9K ﹤0.01%
100
-97
1295
$9K ﹤0.01%
+600
1296
$9K ﹤0.01%
255
1297
$9K ﹤0.01%
80
+12
1298
$9K ﹤0.01%
400
1299
$9K ﹤0.01%
+1,700
1300
$9K ﹤0.01%
4
+1
50 51
52
53 54