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
$1.68B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,795
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$7.02M
3
+$6.08M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$6.05M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.49M

Top Sells

1
+$15.4M
2
+$15.3M
3
+$9.32M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.56M
5
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$7.81M

Sector Composition

1 Technology 8.79%
2 Healthcare 5.51%
3 Industrials 4.68%
4 Consumer Discretionary 4.34%
5 Financials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$5K ﹤0.01%
34
1402
$5K ﹤0.01%
19
1403
$5K ﹤0.01%
100
1404
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100
-350
1405
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1406
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1407
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1408
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1409
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1410
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1,250
1411
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442
-383
1412
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284
-1,000
1413
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100
1414
$5K ﹤0.01%
250
1415
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70
-16
1416
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1417
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20
+12
1418
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1419
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100
-20
1420
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1421
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+1
1422
$5K ﹤0.01%
300
1423
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302
-21,889
1424
$5K ﹤0.01%
500
1425
$5K ﹤0.01%
215
55 56
57
58 59