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
+$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
1376
$11K ﹤0.01%
308
-1,175
1377
$11K ﹤0.01%
120
+8
1378
$11K ﹤0.01%
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1379
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100
1380
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+750
1381
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1,265
1382
$11K ﹤0.01%
450
1383
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450
1384
$10K ﹤0.01%
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1385
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24
1386
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500
1387
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669
1388
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1389
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224
-79
1390
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106
1391
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64
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+100
1394
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600
1395
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500
1396
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500
1397
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138
-21
1398
$10K ﹤0.01%
315
1399
$10K ﹤0.01%
136
-652
1400
$10K ﹤0.01%
600
54 55
56
57 58