BFEC

Benjamin F. Edwards & Company Portfolio holdings

AUM $5.69B
1-Year Est. Return 15.37%
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
Industrial Select Sector SPDR Fund
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
Technology Select Sector SPDR Fund
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 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$9K ﹤0.01%
+1,700
1302
$9K ﹤0.01%
72
-1,518
1303
$9K ﹤0.01%
48
1304
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366
1305
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100
-97
1306
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+600
1307
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125
1308
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650
+250
1309
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429
-37
1310
$9K ﹤0.01%
818
1311
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+102
1312
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150
-20
1313
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+500
1314
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255
1315
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80
+12
1316
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1317
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1318
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1319
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1320
$8K ﹤0.01%
250
1321
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235
1322
$8K ﹤0.01%
+100
1323
$8K ﹤0.01%
83
+1
1324
$8K ﹤0.01%
350
+100
1325
$8K ﹤0.01%
200
51 52
53
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