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
$1.28B
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
1326
$13K ﹤0.01%
+1,300
1327
$13K ﹤0.01%
250
-83
1328
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500
1329
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54
1330
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1,200
1331
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605
+1
1332
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735
-710
1333
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600
1334
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22
-27
1335
$12K ﹤0.01%
1,300
-4,675
1336
$12K ﹤0.01%
133
-33
1337
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155
-35
1338
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106
1339
$12K ﹤0.01%
+1,094
1340
$12K ﹤0.01%
+200
1341
$12K ﹤0.01%
168
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1342
$12K ﹤0.01%
1,000
1343
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800
1344
$12K ﹤0.01%
+180
1345
$12K ﹤0.01%
75
1346
$12K ﹤0.01%
937
-562
1347
$12K ﹤0.01%
71
-6
1348
$12K ﹤0.01%
728
1349
$12K ﹤0.01%
+1,074
1350
$12K ﹤0.01%
309
-8
52 53
54
55 56