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
$1.06B
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,693
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$3.7M
3
+$2.52M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.87M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.81M

Top Sells

1
+$3.75M
2
+$2.6M
3
+$2.58M
4
AAPL icon
Apple
AAPL
+$2.21M
5
GLD icon
SPDR Gold Trust
GLD
+$1.85M

Sector Composition

1 Technology 6.28%
2 Healthcare 5.35%
3 Industrials 5.08%
4 Consumer Staples 4.18%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$5K ﹤0.01%
1,000
1402
$5K ﹤0.01%
+250
1403
$5K ﹤0.01%
667
1404
$5K ﹤0.01%
17
1405
$5K ﹤0.01%
212
1406
$5K ﹤0.01%
100
1407
$5K ﹤0.01%
74
1408
$5K ﹤0.01%
9
1409
$5K ﹤0.01%
440
+10
1410
$5K ﹤0.01%
81
-90
1411
$5K ﹤0.01%
92
1412
$5K ﹤0.01%
272
+125
1413
$5K ﹤0.01%
+50
1414
$5K ﹤0.01%
465
1415
$5K ﹤0.01%
71
1416
$5K ﹤0.01%
130
1417
$5K ﹤0.01%
250
1418
$5K ﹤0.01%
134
1419
$5K ﹤0.01%
40
1420
$5K ﹤0.01%
250
1421
$5K ﹤0.01%
288
-82
1422
$5K ﹤0.01%
100
1423
$5K ﹤0.01%
2,000
1424
$5K ﹤0.01%
16
1425
$5K ﹤0.01%
90
-85
55 56
57
58 59