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
1401
$5K ﹤0.01%
+208
1402
$5K ﹤0.01%
1,000
1403
$5K ﹤0.01%
667
1404
$5K ﹤0.01%
17
1405
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212
1406
$5K ﹤0.01%
50
1407
$5K ﹤0.01%
100
1408
$5K ﹤0.01%
+74
1409
$5K ﹤0.01%
25
-64
1410
$5K ﹤0.01%
9
1411
$5K ﹤0.01%
430
+11
1412
$5K ﹤0.01%
250
1413
$5K ﹤0.01%
+48
1414
$5K ﹤0.01%
65
+21
1415
$5K ﹤0.01%
295
1416
$5K ﹤0.01%
92
1417
$5K ﹤0.01%
15
1418
$5K ﹤0.01%
250
1419
$5K ﹤0.01%
61
1420
$5K ﹤0.01%
120
1421
$5K ﹤0.01%
140
1422
$5K ﹤0.01%
60
1423
$5K ﹤0.01%
465
1424
$5K ﹤0.01%
71
-3,300
1425
$5K ﹤0.01%
130
55 56
57
58 59