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
1401
$10K ﹤0.01%
250
1402
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600
1403
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775
-500
1404
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330
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1405
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1406
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1407
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840
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1408
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1409
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740
1410
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975
1411
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500
1412
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35
1413
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255
1414
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1,700
-700
1415
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700
1416
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450
1417
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242
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40
1419
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309
+3
1420
$9K ﹤0.01%
340
1421
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252
+1
1422
$9K ﹤0.01%
700
1423
$9K ﹤0.01%
214
-232
1424
$9K ﹤0.01%
350
1425
$9K ﹤0.01%
304
+2
55 56
57
58 59