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
$1.02B
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,712
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$6.81M
3
+$6.52M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$5.6M
5
TCTL
Premise Capital Diversified Tactical ETF
TCTL
+$4.1M

Top Sells

1
+$5.9M
2
+$5.51M
3
+$4.47M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.81M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$3.64M

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
1351
$7K ﹤0.01%
110
-1,000
1352
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1353
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500
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127
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1360
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1361
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447
1362
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390
1363
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900
+100
1364
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370
+353
1365
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2,000
1366
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1369
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200
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1370
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200
-1,700
1371
$6K ﹤0.01%
450
1372
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328
-1,639
1373
$6K ﹤0.01%
125
1374
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445
1375
$6K ﹤0.01%
82
-2
53 54
55
56 57