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
$1.28B
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,049
New
Increased
Reduced
Closed

Top Buys

1
+$8.93M
2
+$7.18M
3
+$6.39M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$5.72M
5
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$5.48M

Top Sells

1
+$6.26M
2
+$5.82M
3
+$4.92M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$4.6M
5
FTSD icon
Franklin Short Duration US Government ETF
FTSD
+$4.44M

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
1351
$12K ﹤0.01%
+1,094
1352
$12K ﹤0.01%
+200
1353
$12K ﹤0.01%
168
-17
1354
$12K ﹤0.01%
182
-747
1355
$12K ﹤0.01%
617
+100
1356
$12K ﹤0.01%
550
-1,010
1357
$12K ﹤0.01%
700
1358
$11K ﹤0.01%
700
1359
$11K ﹤0.01%
153
1360
$11K ﹤0.01%
55
+9
1361
$11K ﹤0.01%
333
1362
$11K ﹤0.01%
190
-19
1363
$11K ﹤0.01%
83
-61
1364
$11K ﹤0.01%
377
+4
1365
$11K ﹤0.01%
60
1366
$11K ﹤0.01%
485
-49
1367
$11K ﹤0.01%
308
-1,175
1368
$11K ﹤0.01%
120
+8
1369
$11K ﹤0.01%
1,000
1370
$11K ﹤0.01%
100
1371
$11K ﹤0.01%
460
1372
$11K ﹤0.01%
87
-115
1373
$11K ﹤0.01%
100
1374
$11K ﹤0.01%
+750
1375
$11K ﹤0.01%
1,265
53 54
55
56 57