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
$1.42B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,996
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$14.8M
3
+$9.04M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$8.23M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$7.46M

Top Sells

1
+$22.9M
2
+$14.9M
3
+$11.3M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$11.1M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$8.31M

Sector Composition

1 Technology 7.47%
2 Healthcare 6.03%
3 Industrials 5.34%
4 Financials 4.85%
5 Consumer Staples 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$10K ﹤0.01%
+337
1427
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40
1428
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613
1429
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1430
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1432
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578
1434
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1435
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1436
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1437
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1438
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1439
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1440
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281
-301
1441
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89
-50
1442
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456
+2
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151
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1445
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4,500
1446
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740
1447
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350
1448
$10K ﹤0.01%
+712
1449
$9K ﹤0.01%
288
1450
$9K ﹤0.01%
297
56 57
58
59 60