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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
1401
$10K ﹤0.01%
500
1402
$10K ﹤0.01%
669
1403
$10K ﹤0.01%
179
1404
$10K ﹤0.01%
775
-500
1405
$10K ﹤0.01%
330
-80
1406
$10K ﹤0.01%
224
-79
1407
$10K ﹤0.01%
106
1408
$10K ﹤0.01%
64
-15
1409
$10K ﹤0.01%
600
1410
$10K ﹤0.01%
500
1411
$10K ﹤0.01%
500
1412
$9K ﹤0.01%
163
-191
1413
$9K ﹤0.01%
357
-1,142
1414
$9K ﹤0.01%
625
1415
$9K ﹤0.01%
35
1416
$9K ﹤0.01%
255
1417
$9K ﹤0.01%
1,700
-700
1418
$9K ﹤0.01%
700
1419
$9K ﹤0.01%
450
1420
$9K ﹤0.01%
242
-97
1421
$9K ﹤0.01%
40
1422
$9K ﹤0.01%
309
+3
1423
$9K ﹤0.01%
340
1424
$9K ﹤0.01%
252
+1
1425
$9K ﹤0.01%
700
55 56
57
58 59