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
1426
$5K ﹤0.01%
+265
1427
$5K ﹤0.01%
250
1428
$5K ﹤0.01%
134
-9,351
1429
$5K ﹤0.01%
6,000
1430
$5K ﹤0.01%
100
1431
$5K ﹤0.01%
16
1432
$4K ﹤0.01%
+126
1433
$4K ﹤0.01%
+44
1434
$4K ﹤0.01%
+40
1435
$4K ﹤0.01%
42
+15
1436
$4K ﹤0.01%
25
1437
$4K ﹤0.01%
280
1438
$4K ﹤0.01%
240
1439
$4K ﹤0.01%
124
1440
$4K ﹤0.01%
65
-117
1441
$4K ﹤0.01%
+450
1442
$4K ﹤0.01%
+41
1443
$4K ﹤0.01%
84
+1
1444
$4K ﹤0.01%
100
1445
$4K ﹤0.01%
41
1446
$4K ﹤0.01%
+50
1447
$4K ﹤0.01%
8,500
1448
$4K ﹤0.01%
31
1449
$4K ﹤0.01%
80
1450
$4K ﹤0.01%
350
56 57
58
59 60