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
1426
$9K ﹤0.01%
430
1427
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350
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1430
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+1,500
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357
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1437
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1438
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1439
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1440
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1,700
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1441
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309
+3
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252
+1
1448
$9K ﹤0.01%
700
1449
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1450
$9K ﹤0.01%
922
-1,000
56 57
58
59 60