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
+$22.2M
2
+$7.02M
3
+$6.08M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$6.05M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.49M

Top Sells

1
+$15.4M
2
+$15.3M
3
+$9.32M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$8.56M
5
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$7.81M

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%
200
-175
1277
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378
+7
1278
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675
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+1
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200
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450
1284
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+250
1285
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175
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1286
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1287
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74
+26
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1289
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100
1290
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1294
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922
1295
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1,344
1296
$9K ﹤0.01%
429
-37
1297
$9K ﹤0.01%
818
1298
$9K ﹤0.01%
+102
1299
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150
-20
1300
$9K ﹤0.01%
+500
50 51
52
53 54